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.2+ years Filed as: CMC ADVISORS Service code 27 75 BROAD STREET · NEW YORK, NY 10004 | Advisory (Plan) | $7,731 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,838 | $36,694-13.2% | $40,145,923-99.9% | $55,167-42.3% |
| Participation rate | 75.7% | 57.2%+18.5pp | 68.4%+7.3pp | 69.0%+6.7pp |
| Annual return | 8.66% | 10.16%-1.5pp | 5.24%+3.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $1,844-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,964 | $1,679+17.0% | $2,591-24.2% | $3,054-35.7% |
| Admin fee / account holder | $51 | $175-70.7% | $2,903-98.2% | $504-89.8% |