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 10-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 |
|---|---|---|
Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $2,767 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,454 | $63,346-78.8% | $92,233-85.4% | $70,131-80.8% |
| Participation rate | 91.4% | 68.7%+22.8pp | 76.5%+14.9pp | 69.5%+21.9pp |
| Annual return | 14.26% | 530.12%-515.9pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,259 | $2,471+31.9% | $3,679-11.4% | $2,342+39.1% |
| Participant deferral / active EE | $1,423 | $2,854-50.2% | $3,897-63.5% | $3,332-57.3% |
| Admin fee / account holder | $26 | $3,840-99.3% | $5,194-99.5% | $4,645-99.4% |