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 |
|---|---|---|
BRIO BENEFIT CONSULTING11+ years Service code 17 · EIN 20-0524504 | Pension Consulting | $45,592 |
CMC ADVISORS, INC.6 years Filed as: CMC ADVISORS, INC Service code 27 · EIN 13-4187117 | Advisory (Plan) | $45,592 |
CMC INTERACTIVE, LLC8 years Service code 12 · EIN 13-4180091 | Claims processing; Participant loan p... | $7,590 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,328 | $100,923+22.2% | $150,045-17.8% | $74,304+66.0% |
| Participation rate | 90.5% | 70.1%+20.4pp | 82.3%+8.1pp | 60.3%+30.1pp |
| Annual return | 13.67% | 51.77%-38.1pp | 62.55%-48.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,658 | $3,463-52.1% | $4,693-64.7% | $2,241-26.0% |
| Participant deferral / active EE | $9,263 | $6,709+38.1% | $7,997+15.8% | $3,767+145.9% |
| Admin fee / account holder | $302 | $2,767-89.1% | $13,435-97.8% | $2,969-89.8% |