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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $80,000 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 10 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Accounting | $25,253 |
Service code 37 · EIN 04-2647786 | Loan Processing | $594 |
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 | $205,534 | $80,753+154.5% | $136,294+50.8% | $62,292+230.0% |
| Participation rate | 87.2% | 73.5%+13.7pp | 81.9%+5.3pp | 69.5%+17.7pp |
| Annual return | 18.76% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $4,263 | $2,884+47.8% | $4,695-9.2% | $2,042+108.7% |
| Participant deferral / active EE | $7,360 | $5,164+42.5% | $6,247+17.8% | $3,169+132.2% |
| Admin fee / account holder | $28 | $525-94.6% | $9,243-99.7% | $479-94.1% |