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.5+ years Service code 15 · EIN 52-2136664 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $8,890 |
WILLIAM BLAIR1 year Service code 26 · EIN 36-2214610 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $5,730 |
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.
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 | $13,995 | $91,190-84.7% | $178,490-92.2% | $79,858-82.5% |
| Participation rate | 51.0% | 69.2%-18.2pp | 81.9%-30.9pp | 69.6%-18.6pp |
| Annual return | 2.54% | 24.19%-21.7pp | 151.07%-148.5pp | 31.71%-29.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,553 | $3,236-52.0% | $5,202-70.1% | $3,740-58.5% |
| Admin fee / account holder | $162 | $6,751-97.6% | $13,984-98.8% | $5,306-96.9% |