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.4+ years Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $2,400 |
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 | $76,065 | $42,396+79.4% | $67,313+13.0% | $56,287+35.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -3.07% | -36.63%+33.6pp | -4.08%+1.0pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,614 | $1,414+84.9% | $2,566+1.9% | $2,111+23.8% |
| Participant deferral / active EE | $4,545 | $2,360+92.6% | $3,568+27.4% | $3,350+35.7% |
| Admin fee / account holder | $20 | $510-96.2% | $4,507-99.6% | $521-96.3% |