See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $33,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,049 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,296 | $30,086-65.8% | $61,373-83.2% | $64,808-84.1% |
| Participation rate | 88.4% | 36.4%+52.0pp | 52.6%+35.8pp | 71.5%+16.9pp |
| Annual return | -18.81% | -13.99%-4.8pp | 338.61%-357.4pp | 32.82%-51.6pp |
| Employer contribution / active EE | $784 | $536+46.3% | $1,159-32.3% | $2,506-68.7% |
| Participant deferral / active EE | $2,031 | $1,126+80.4% | $2,125-4.4% | $4,310-52.9% |
| Admin fee / account holder | $61 | $148-58.7% | $2,130-97.1% | $188-67.4% |