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 7-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 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $21,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,430 | $50,385+49.7% | $75,670-0.3% | $62,292+21.1% |
| Participation rate | 61.4% | 67.7%-6.3pp | 72.3%-11.0pp | 69.5%-8.1pp |
| Annual return | 15.82% | 19.90%-4.1pp | 27.34%-11.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $895 | $1,537-41.8% | $2,352-61.9% | $2,042-56.2% |
| Participant deferral / active EE | $2,573 | $2,445+5.2% | $3,142-18.1% | $3,169-18.8% |
| Admin fee / account holder | $126 | $384-67.3% | $5,800-97.8% | $479-73.8% |