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 Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 10 · EIN 52-2136664 300 EAST JOPPA RD, STE 601 · TOWSON, MD 21286 | Accounting | $7,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,673 | $63,114-81.5% | $92,893-87.4% | $65,185-82.1% |
| Participation rate | 53.4% | 68.8%-15.3pp | 76.0%-22.6pp | 70.2%-16.8pp |
| Annual return | 23.28% | 28.75%-5.5pp | 109.41%-86.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,096 | $2,571-57.4% | $3,653-70.0% | $2,177-49.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $80 | $624-87.2% | $5,794-98.6% | $847-90.6% |