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.8+ years Filed as: CMC ADVISORS Service code 27 75 BROAD STREET · NEW YORK, NY 10004 | Advisory (Plan) | $11,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,348 | $28,601+62.1% | $71,735-35.4% | $66,914-30.7% |
| Participation rate | 46.5% | 56.7%-10.1pp | 62.3%-15.8pp | 69.8%-23.3pp |
| Annual return | -17.97% | -10.90%-7.1pp | 9.14%-27.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,282 | $1,104+106.7% | $1,704+33.9% | $2,544-10.3% |
| Participant deferral / active EE | $0 | $1,912-100.0% | $2,658-100.0% | $4,237-100.0% |
| Admin fee / account holder | $94 | $506-81.4% | $3,974-97.6% | $593-84.1% |