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 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $21,800 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY WEALTH MGMT. LLC Service code 26 1 PENN PLAZA, 43RD FLOOR · NEW YORK, NY 10119 | Advisory (Participants) | $9,499 |
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 | $44,338 | $25,302+75.2% | $74,701-40.6% | $67,579-34.4% |
| Participation rate | 15.0% | 37.8%-22.8pp | 54.5%-39.4pp | 71.3%-56.2pp |
| Annual return | 27.21% | 10291.17%-10264.0pp | 752.92%-725.7pp | 378.56%-351.3pp |
| Employer contribution / active EE | $91 | $446-79.6% | $1,084-91.6% | $2,148-95.8% |
| Participant deferral / active EE | $421 | $954-55.8% | $1,964-78.5% | $3,539-88.1% |
| Admin fee / account holder | $178 | $108+65.2% | $3,333-94.7% | $142+25.0% |