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 | $690 |
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 | $27,381 | $52,467-47.8% | $57,179-52.1% | $55,167-50.4% |
| Participation rate | 83.8% | 75.8%+7.9pp | 75.3%+8.4pp | 69.0%+14.8pp |
| Annual return | 8.03% | 7.72%+0.3pp | 14.59%-6.6pp | 169.23%-161.2pp |
| Employer contribution / active EE | $715 | $2,477-71.2% | $2,682-73.4% | $1,963-63.6% |
| Participant deferral / active EE | $2,200 | $2,830-22.3% | $3,096-29.0% | $3,054-28.0% |
| Admin fee / account holder | $4 | $269-98.4% | $3,139-99.9% | $504-99.1% |