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 | $65,946-37.7% | $81,783-49.8% | $77,671-47.1% |
| Participation rate | 83.9% | 65.8%+18.1pp | 72.4%+11.5pp | 70.6%+13.3pp |
| Annual return | 9.02% | 26.65%-17.6pp | 775.05%-766.0pp | 31.21%-22.2pp |
| Employer contribution / active EE | $1,929 | $2,371-18.6% | $2,913-33.8% | $2,726-29.2% |
| Participant deferral / active EE | $2,033 | $3,507-42.0% | $4,320-52.9% | $4,648-56.3% |
| Admin fee / account holder | $90 | $527-82.9% | $7,380-98.8% | $430-79.0% |