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.5+ years Filed as: CMC ADVISORS Service code 27 75 BROAD STREET · NEW YORK, NY 10004 | Advisory (Plan) | $9,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,999 | $35,949+11.3% | $88,538-54.8% | $65,185-38.6% |
| Participation rate | 51.6% | 56.4%-4.8pp | 68.7%-17.1pp | 70.2%-18.6pp |
| Annual return | 23.53% | 47.52%-24.0pp | 43.64%-20.1pp | 29.38%-5.9pp |
| Employer contribution / active EE | $0 | $1,047-100.0% | $2,098-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,824 | $1,870-2.4% | $2,914-37.4% | $3,514-48.1% |
| Admin fee / account holder | $78 | $496-84.2% | $4,310-98.2% | $847-90.8% |