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 |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 37 · EIN 52-2136664 | Loan Processing | $7,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,694 | $70,002-51.9% | $115,037-70.7% | $52,331-35.6% |
| Participation rate | 67.5% | 72.1%-4.6pp | 81.4%-13.9pp | 68.1%-0.6pp |
| Annual return | -2.49% | 4.04%-6.5pp | 26.14%-28.6pp | 4.54%-7.0pp |
| Employer contribution / active EE | $679 | $2,715-75.0% | $4,608-85.3% | $1,882-63.9% |
| Participant deferral / active EE | $6,375 | $4,920+29.6% | $6,026+5.8% | $3,022+110.9% |
| Admin fee / account holder | $56 | $566-90.2% | $8,175-99.3% | $592-90.6% |