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.4+ years Service code 50 · EIN 52-2136664 300 E JOPPA RD, STE. 601 · TOWSON, MD 21286 | Direct Payment | $3,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,217 | $59,186+0.1% | $76,768-22.9% | $56,287+5.2% |
| Participation rate | 20.0% | 75.2%-55.2pp | 77.0%-57.0pp | 69.9%-49.9pp |
| Annual return | -9.39% | 6.62%-16.0pp | 2.43%-11.8pp | -9.96%+0.6pp |
| Employer contribution / active EE | $533 | $1,759-69.7% | $2,485-78.6% | $2,111-74.8% |
| Participant deferral / active EE | $948 | $3,255-70.9% | $3,852-75.4% | $3,350-71.7% |
| Admin fee / account holder | $148 | $489-69.7% | $6,675-97.8% | $521-71.5% |