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) | $34,411 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,983 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,668 | $44,960+68.3% | $84,966-10.9% | $74,495+1.6% |
| Participation rate | 81.7% | 49.4%+32.3pp | 67.5%+14.2pp | 67.2%+14.5pp |
| Annual return | 13.62% | 26.24%-12.6pp | 66.38%-52.8pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,132 | $1,457+114.9% | $2,727+14.8% | $2,623+19.4% |
| Participant deferral / active EE | $6,095 | $2,731+123.2% | $4,519+34.9% | $4,346+40.3% |
| Admin fee / account holder | $292 | $2,209-86.8% | $6,149-95.3% | $1,942-85.0% |