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 15 · EIN 52-2136664 300 E. JOPPA RD., STE. 601 · TOWSON, MD 21286 | Recordkeeping | $3,893 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,770 | $74,024-55.7% | $77,999-58.0% | $57,658-43.2% |
| Participation rate | 82.6% | 79.7%+2.8pp | 75.5%+7.1pp | 70.2%+12.4pp |
| Annual return | 6.60% | 12.14%-5.5pp | 425.96%-419.4pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,483 | $2,365-37.3% | $2,470-40.0% | $1,974-24.9% |
| Participant deferral / active EE | $2,571 | $3,533-27.2% | $3,497-26.5% | $3,061-16.0% |
| Admin fee / account holder | $11 | $93-88.4% | $5,480-99.8% | $95-88.5% |