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.5+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $28,567 |
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 | $66,278 | $50,666+30.8% | $76,817-13.7% | $65,185+1.7% |
| Participation rate | 64.3% | 68.8%-4.5pp | 72.1%-7.8pp | 70.2%-5.9pp |
| Annual return | 18.85% | 28.51%-9.7pp | 1166.11%-1147.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $917 | $1,575-41.8% | $2,302-60.2% | $2,177-57.9% |
| Participant deferral / active EE | $2,661 | $2,647+0.6% | $3,336-20.2% | $3,514-24.3% |
| Admin fee / account holder | $154 | $463-66.8% | $6,420-97.6% | $847-81.9% |