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 | Recordkeeping | $30,593 |
Service code 26 1421 PRINCE STREET SUITE 200 · ALEXANDRIA, VA 22314 | Advisory (Participants) | $29,415 |
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 | $28,583 | $75,183-62.0% | $123,892-76.9% | $55,167-48.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.76% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,540 | $2,823-10.0% | $4,617-45.0% | $1,963+29.4% |
| Participant deferral / active EE | $5,226 | $5,084+2.8% | $5,984-12.7% | $3,054+71.1% |
| Admin fee / account holder | $208 | $663-68.6% | $8,357-97.5% | $504-58.7% |