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.3+ years Service code 15 · EIN 52-2136664 300 EAST JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $4,258 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,950 | $51,466+20.4% | $78,778-21.4% | $62,292-0.5% |
| Participation rate | 40.0% | 59.8%-19.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 14.70% | 19.96%-5.3pp | 35.62%-20.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,910 | $2,147-11.1% | $2,958-35.5% | $3,169-39.7% |
| Admin fee / account holder | $59 | $489-87.9% | $5,134-98.9% | $479-87.7% |