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 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $24,547 |
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 | $45,036 | $105,247-57.2% | $87,100-48.3% | $77,787-42.1% |
| Participation rate | 77.0% | 85.8%-8.8pp | 76.9%+0.1pp | 73.2%+3.7pp |
| Annual return | 25.31% | 24.52%+0.8pp | 28.19%-2.9pp | 32.57%-7.3pp |
| Employer contribution / active EE | $1,271 | $2,895-56.1% | $2,521-49.6% | $2,504-49.2% |
| Participant deferral / active EE | $3,224 | $5,060-36.3% | $4,049-20.4% | $3,967-18.7% |
| Admin fee / account holder | $14 | $104-86.7% | $7,497-99.8% | $100-86.1% |