See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.10+ years Filed as: CMC ADVISORS Service code 27 75 BROAD STREET · NEW YORK, NY 10004 | Advisory (Plan) | $13,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,398 | $24,733+160.4% | $69,647-7.5% | $74,495-13.6% |
| Participation rate | 51.2% | 63.5%-12.3pp | 66.5%-15.3pp | 67.2%-16.0pp |
| Annual return | 14.87% | 18.55%-3.7pp | 100.48%-85.6pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $0 | $1,001-100.0% | $1,712-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,751 | $1,901+44.7% | $2,886-4.7% | $4,346-36.7% |
| Admin fee / account holder | $115 | $1,892-93.9% | $4,713-97.6% | $1,942-94.1% |