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 |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.5+ years Service code 37 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $16,204 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $13,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,300 | $40,174-37.0% | $84,015-69.9% | $67,579-62.6% |
| Participation rate | 92.5% | 62.7%+29.9pp | 69.0%+23.5pp | 71.3%+21.3pp |
| Annual return | 21.62% | 25.82%-4.2pp | 71.31%-49.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,357 | $808+68.1% | $1,983-31.6% | $2,148-36.8% |
| Participant deferral / active EE | $4,248 | $2,301+84.6% | $3,239+31.2% | $3,539+20.0% |
| Admin fee / account holder | $50 | $128-61.1% | $6,101-99.2% | $142-64.9% |