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.1+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $8,955 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,470 | $71,957-54.9% | $67,652-52.0% | $59,188-45.1% |
| Participation rate | 78.6% | 82.7%-4.0pp | 75.7%+3.0pp | 69.4%+9.2pp |
| Annual return | -0.61% | 8.53%-9.1pp | 6625.04%-6625.6pp | 5.51%-6.1pp |
| Employer contribution / active EE | $1,117 | $2,432-54.1% | $2,266-50.7% | $2,098-46.8% |
| Participant deferral / active EE | $2,662 | $4,211-36.8% | $3,560-25.2% | $3,265-18.5% |
| Admin fee / account holder | $8 | $64-88.3% | $4,821-99.8% | $92-91.9% |