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.3+ years Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $3,845 |
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 | $76,341 | $46,297+64.9% | $71,671+6.5% | $62,292+22.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 19.22% | 22.32%-3.1pp | 20.65%-1.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,460 | $1,412+74.2% | $2,4600% | $2,042+20.4% |
| Participant deferral / active EE | $4,292 | $2,235+92.0% | $3,438+24.8% | $3,169+35.4% |
| Admin fee / account holder | $28 | $461-93.8% | $5,558-99.5% | $479-94.1% |