See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 26 225 SCHILLING CIRCLE · HUNT VALLEY, MD 21031 | Advisory (Participants) | $23,686 |
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 50 · EIN 52-2136664 | Direct Payment | $21,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $74,113 | $50,898+45.6% | $171,082-56.7% | $55,167+34.3% |
| Participation rate | 68.2% | 63.3%+5.0pp | 76.7%-8.5pp | 69.0%-0.8pp |
| Annual return | 7.35% | 15.34%-8.0pp | 32.56%-25.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,699 | $2,994+23.5% | $4,797-22.9% | $3,054+21.1% |
| Admin fee / account holder | $321 | $500-35.7% | $8,520-96.2% | $504-36.3% |