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.2+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $8,033 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,437 | $50,106-61.2% | $70,014-72.2% | $57,658-66.3% |
| Participation rate | 46.3% | 70.9%-24.6pp | 71.8%-25.5pp | 70.2%-24.0pp |
| Annual return | 5.61% | 14.58%-9.0pp | 12.99%-7.4pp | 5.13%+0.5pp |
| Employer contribution / active EE | $437 | $1,739-74.9% | $2,338-81.3% | $1,974-77.9% |
| Participant deferral / active EE | $963 | $2,486-61.3% | $2,931-67.1% | $3,061-68.5% |
| Admin fee / account holder | $56 | $89-37.5% | $4,380-98.7% | $95-41.0% |