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.4+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $8,155 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY WEALTH MGMT. LLC Service code 26 1 PENN PLAZA, 43RD FLOOR · NEW YORK, NY 10119 | Advisory (Participants) | $4,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,953 | $23,224+46.2% | $71,086-52.2% | $55,725-39.1% |
| Participation rate | 13.5% | 37.9%-24.4pp | 54.7%-41.2pp | 70.9%-57.4pp |
| Annual return | -4.16% | -2.87%-1.3pp | 650.59%-654.8pp | 244.93%-249.1pp |
| Employer contribution / active EE | $94 | $436-78.5% | $1,088-91.4% | $2,078-95.5% |
| Participant deferral / active EE | $411 | $929-55.8% | $1,874-78.1% | $3,356-87.8% |
| Admin fee / account holder | $69 | $118-41.2% | $3,082-97.8% | $115-39.8% |