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.4+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $25,526 |
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.
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 | $64,308 | $43,504+47.8% | $68,793-6.5% | $56,287+14.3% |
| Participation rate | 60.3% | 67.8%-7.6pp | 72.2%-12.0pp | 69.9%-9.6pp |
| Annual return | -3.99% | -3.15%-0.8pp | -4.63%+0.6pp | -9.96%+6.0pp |
| Employer contribution / active EE | $820 | $1,525-46.3% | $2,625-68.8% | $2,111-61.2% |
| Participant deferral / active EE | $2,710 | $2,509+8.0% | $3,311-18.2% | $3,350-19.1% |
| Admin fee / account holder | $146 | $515-71.7% | $5,131-97.2% | $521-72.0% |