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 |
|---|---|---|
CMC ADVISORS, INC.1+ years Filed as: CMC ADVISORS Service code 27 75 BROAD STREET · NEW YORK, NY 10004 | Advisory (Plan) | $8,260 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,633 | $33,914-18.5% | $63,412-56.4% | $52,331-47.2% |
| Participation rate | 75.3% | 59.6%+15.7pp | 67.1%+8.2pp | 68.1%+7.2pp |
| Annual return | -1.14% | 3.22%-4.4pp | 4.04%-5.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $0 | $1,121-100.0% | $1,814-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,074 | $1,733+19.6% | $2,496-16.9% | $3,022-31.4% |
| Admin fee / account holder | $128 | $353-63.8% | $3,753-96.6% | $592-78.4% |