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.6+ years Filed as: CMC ADVISORS Service code 27 75 BROAD STREET · NEW YORK, NY 10004 | Advisory (Plan) | $9,713 |
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 | $47,300 | $38,075+24.2% | $93,406-49.4% | $73,488-35.6% |
| Participation rate | 52.2% | 56.7%-4.5pp | 66.8%-14.6pp | 70.7%-18.4pp |
| Annual return | 13.47% | 17.59%-4.1pp | 78.05%-64.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,075-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,279 | $2,012+13.2% | $3,126-27.1% | $3,740-39.1% |
| Admin fee / account holder | $75 | $351-78.6% | $5,230-98.6% | $513-85.4% |