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 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $2,240 |
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 | $93,032 | $47,922+94.1% | $75,886+22.6% | $65,185+42.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 24.31% | 24.12%+0.2pp | 30.76%-6.4pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,646 | $1,557+69.9% | $2,500+5.8% | $2,177+21.6% |
| Participant deferral / active EE | $4,767 | $2,550+86.9% | $3,603+32.3% | $3,514+35.7% |
| Admin fee / account holder | $19 | $532-96.5% | $5,418-99.7% | $847-97.8% |