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.4+ years Service code 15 · EIN 52-2136664 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $9,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,024 | $85,202-85.9% | $172,739-93.0% | $72,985-83.5% |
| Participation rate | 55.1% | 70.1%-15.0pp | 82.6%-27.5pp | 69.5%-14.4pp |
| Annual return | 4.45% | 27.32%-22.9pp | 802.84%-798.4pp | 81.00%-76.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,648 | $3,260-49.4% | $5,198-68.3% | $3,607-54.3% |
| Admin fee / account holder | $102 | $5,884-98.3% | $13,954-99.3% | $5,124-98.0% |