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 | $9,680 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 1 BEACON ST · BOSTON, MA 021083107 | Advisory (Plan) | $6,482 |
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 | $87,509 | $59,417+47.3% | $93,606-6.5% | $74,495+17.5% |
| Participation rate | 34.3% | 59.7%-25.4pp | 68.7%-34.4pp | 67.2%-32.9pp |
| Annual return | 15.86% | 81.83%-66.0pp | 133.20%-117.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,512 | $3,050-50.4% | $4,411-65.7% | $4,346-65.2% |
| Admin fee / account holder | $188 | $3,021-93.8% | $8,285-97.7% | $1,942-90.3% |