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 |
|---|---|---|
Service code 26 1421 PRINCE STREET SUITE 200 · ALEXANDRIA, VA 22314 | Advisory (Participants) | $35,339 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 15 · EIN 52-2136664 | Recordkeeping | $23,739 |
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 | $39,830 | $80,753-50.7% | $136,294-70.8% | $62,292-36.1% |
| Participation rate | 95.6% | 73.5%+22.1pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 17.82% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,049 | $2,884+5.7% | $4,695-35.1% | $2,042+49.3% |
| Participant deferral / active EE | $6,532 | $5,164+26.5% | $6,247+4.6% | $3,169+106.1% |
| Admin fee / account holder | $251 | $525-52.2% | $9,243-97.3% | $479-47.6% |