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 4-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 300 E. JOPPA RD, STE. 601 · TOWSON, MD 21286 | Recordkeeping | $15,893 |
FIRST LANDING FINANCIAL, LLC2+ years Service code 22 2101 PARKS AVE, STE. 804 · VIRGINIA BEACH, VA 23451 | Insurance Broker | $12,135 |
CAUSEY DEMGEN & MOORE PC2+ years Filed as: CAUSEY DEMGEN & MOORE P.C. Service code 10 · EIN 84-1158905 1125 SEVENTEENTH STREET, STE. 1450 · DENVER, CO 802022025 | Accounting | $9,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $21,074 | $50,385-58.2% | $75,670-72.2% | $62,292-66.2% |
| Participation rate | 41.6% | 67.7%-26.1pp | 72.3%-30.8pp | 69.5%-28.0pp |
| Annual return | 13.28% | 19.90%-6.6pp | 27.34%-14.1pp | 28.90%-15.6pp |
| Employer contribution / active EE | $124 | $1,537-91.9% | $2,352-94.7% | $2,042-93.9% |
| Participant deferral / active EE | $948 | $2,445-61.2% | $3,142-69.8% | $3,169-70.1% |
| Admin fee / account holder | $336 | $384-12.5% | $5,800-94.2% | $479-29.9% |