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.3+ years Service code 37 · EIN 52-2136664 | Loan Processing | $12,408 |
SIMON LEVER LLC2+ years Filed as: SIMON LEVER LLP Service code 10 444 MURRY HILL CIRCLE · LANCASTER, PA 17601 | Accounting | $7,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,336 | $48,064-55.6% | $78,778-72.9% | $69,631-69.4% |
| Participation rate | 80.1% | 61.6%+18.5pp | 69.2%+10.9pp | 70.7%+9.4pp |
| Annual return | 16.28% | 21.81%-5.5pp | 35.62%-19.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $494 | $744-33.6% | $1,986-75.1% | $2,032-75.7% |
| Participant deferral / active EE | $884 | $2,079-57.5% | $2,958-70.1% | $3,224-72.6% |
| Admin fee / account holder | $40 | $152-73.4% | $5,134-99.2% | $110-63.3% |