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 | $16,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,764 | $50,385-52.8% | $75,670-68.6% | $62,292-61.9% |
| Participation rate | 51.7% | 67.7%-16.0pp | 72.3%-20.6pp | 69.5%-17.8pp |
| Annual return | 15.96% | 19.90%-3.9pp | 27.34%-11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $443 | $1,537-71.2% | $2,352-81.2% | $2,042-78.3% |
| Participant deferral / active EE | $1,090 | $2,445-55.4% | $3,142-65.3% | $3,169-65.6% |
| Admin fee / account holder | $117 | $384-69.5% | $5,800-98.0% | $479-75.6% |