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 |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $17,580 |
SCHUSTER ADVISORY GROUP, LLC3 years Service code 27 155 N LAKE AVE · PASADENA, CA 911011857 | Advisory (Plan) | $13,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,866 | $81,625-53.6% | $167,512-77.4% | $74,304-49.0% |
| Participation rate | 94.5% | 60.0%+34.5pp | 77.1%+17.5pp | 60.3%+34.2pp |
| Annual return | 17.32% | 26.09%-8.8pp | 1615.79%-1598.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $942 | $2,010-53.1% | $3,882-75.7% | $2,241-58.0% |
| Participant deferral / active EE | $2,838 | $4,115-31.0% | $6,405-55.7% | $3,767-24.7% |
| Admin fee / account holder | $173 | $3,474-95.0% | $9,769-98.2% | $2,969-94.2% |