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.5+ years Service code 37 · EIN 52-2136664 | Loan Processing | $13,651 |
SIMON LEVER LLC1 year Service code 10 147 W. AIRPORT ROAD · LITITZ, PA 17543 | Accounting | $7,750 |
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 | $25,191 | $40,174-37.3% | $84,015-70.0% | $67,579-62.7% |
| Participation rate | 80.2% | 62.7%+17.5pp | 69.0%+11.2pp | 71.3%+8.9pp |
| Annual return | 21.56% | 25.82%-4.3pp | 71.31%-49.7pp | 378.56%-357.0pp |
| Employer contribution / active EE | $622 | $808-23.0% | $1,983-68.6% | $2,148-71.0% |
| Participant deferral / active EE | $1,135 | $2,301-50.7% | $3,239-65.0% | $3,539-67.9% |
| Admin fee / account holder | $49 | $128-61.5% | $6,101-99.2% | $142-65.3% |