See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $17,309 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 200 VESEY ST · NEW YORK, NY 102815525 | Advisory (Plan) | $15,814 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,085 | $65,908-37.7% | $81,812-49.8% | $77,643-47.1% |
| Participation rate | 83.9% | 65.8%+18.1pp | 72.3%+11.5pp | 70.6%+13.3pp |
| Annual return | 9.02% | 26.64%-17.6pp | 773.79%-764.8pp | 31.24%-22.2pp |
| Employer contribution / active EE | $1,929 | $2,370-18.6% | $2,912-33.8% | $2,726-29.2% |
| Participant deferral / active EE | $2,033 | $3,505-42.0% | $4,319-52.9% | $4,647-56.3% |
| Admin fee / account holder | $90 | $526-82.9% | $7,386-98.8% | $430-79.0% |