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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $63,495 |
Filed as: CWM, LLC Service code 26 · EIN 27-4011107 | Advisory (Participants) | $47,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,011 | $72,254-25.2% | $86,677-37.7% | $64,808-16.7% |
| Participation rate | 80.9% | 80.4%+0.4pp | 76.6%+4.3pp | 71.5%+9.4pp |
| Annual return | 28.55% | 392.42%-363.9pp | 35.91%-7.4pp | 32.82%-4.3pp |
| Employer contribution / active EE | $2,035 | $2,393-15.0% | $2,836-28.3% | $2,506-18.8% |
| Participant deferral / active EE | $5,181 | $4,658+11.2% | $4,656+11.3% | $4,310+20.2% |
| Admin fee / account holder | $158 | $174-8.9% | $7,493-97.9% | $188-15.7% |