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 37 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $3,400 |
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 | $60,750 | $46,745+30.0% | $60,547+0.3% | $52,331+16.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | 2.42% | 0.61%+1.8pp | 335.64%-333.2pp | 4.54%-2.1pp |
| Employer contribution / active EE | $2,468 | $1,259+96.0% | $2,419+2.0% | $1,882+31.1% |
| Participant deferral / active EE | $3,320 | $2,145+54.8% | $3,328-0.2% | $3,022+9.9% |
| Admin fee / account holder | $25 | $537-95.3% | $4,536-99.4% | $592-95.7% |