See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $24,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,149 | $50,815-42.6% | $155,509-81.3% | $77,643-62.5% |
| Participation rate | 65.3% | 63.1%+2.2pp | 78.2%-12.9pp | 70.6%-5.3pp |
| Annual return | 17.75% | 34.80%-17.1pp | 64.67%-46.9pp | 31.24%-13.5pp |
| Employer contribution / active EE | $414 | $1,993-79.2% | $4,672-91.1% | $2,726-84.8% |
| Participant deferral / active EE | $1,523 | $2,822-46.0% | $5,626-72.9% | $4,647-67.2% |
| Admin fee / account holder | $100 | $437-77.1% | $15,912-99.4% | $430-76.8% |