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 | $15,292 |
SIMON LEVER LLC1+ years Filed as: SIMON LEVER LLP Service code 10 444 MURRY HILL CIRCLE · LANCASTER, PA 17601 | Accounting | $7,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,794 | $37,044-52.0% | $71,796-75.2% | $57,658-69.1% |
| Participation rate | 79.1% | 61.1%+17.9pp | 69.1%+9.9pp | 70.2%+8.8pp |
| Annual return | 8.93% | 12.64%-3.7pp | 78.04%-69.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $459 | $720-36.3% | $1,924-76.2% | $1,974-76.8% |
| Participant deferral / active EE | $811 | $1,974-58.9% | $2,794-71.0% | $3,061-73.5% |
| Admin fee / account holder | $46 | $101-54.4% | $4,815-99.0% | $95-51.3% |