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.2+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $10,134 |
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 | $33,322 | $80,211-58.5% | $74,183-55.1% | $63,975-47.9% |
| Participation rate | 80.5% | 84.2%-3.6pp | 76.6%+3.9pp | 71.1%+9.4pp |
| Annual return | 8.98% | 14.13%-5.2pp | 17.74%-8.8pp | 48.65%-39.7pp |
| Employer contribution / active EE | $1,168 | $2,553-54.2% | $2,370-50.7% | $2,182-46.4% |
| Participant deferral / active EE | $2,836 | $4,370-35.1% | $3,550-20.1% | $3,356-15.5% |
| Admin fee / account holder | $7 | $67-89.0% | $5,586-99.9% | $70-89.5% |