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.2+ years Service code 37 · EIN 52-2136664 | Loan Processing | $7,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,497 | $76,552-51.0% | $123,892-69.7% | $62,891-40.4% |
| Participation rate | 66.3% | 73.0%-6.7pp | 81.4%-15.1pp | 69.3%-3.0pp |
| Annual return | 6.60% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $655 | $2,883-77.3% | $4,617-85.8% | $2,281-71.3% |
| Participant deferral / active EE | $5,563 | $4,840+14.9% | $5,984-7.0% | $3,203+73.7% |
| Admin fee / account holder | $112 | $4,826-97.7% | $8,357-98.7% | $4,296-97.4% |