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 | $18,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,448 | $52,293-26.5% | $178,490-78.5% | $73,409-47.6% |
| Participation rate | 36.0% | 65.3%-29.3pp | 81.9%-45.9pp | 72.2%-36.1pp |
| Annual return | 18.60% | 34.75%-16.1pp | 151.07%-132.5pp | 59.29%-40.7pp |
| Employer contribution / active EE | $240 | $1,735-86.1% | $5,011-95.2% | $2,234-89.2% |
| Participant deferral / active EE | $793 | $2,332-66.0% | $5,202-84.7% | $3,805-79.2% |
| Admin fee / account holder | $132 | $127+4.0% | $13,984-99.1% | $158-16.1% |