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 Service code 27 · EIN 13-4187117 | Advisory (Plan) | $29,048 |
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 | $88,918 | $74,089+20.0% | $133,980-33.6% | $55,167+61.2% |
| Participation rate | 94.9% | 84.3%+10.6pp | 87.1%+7.8pp | 69.0%+25.9pp |
| Annual return | 12.75% | 12.11%+0.6pp | 29.30%-16.6pp | 169.23%-156.5pp |
| Employer contribution / active EE | $6,058 | $3,064+97.7% | $5,211+16.2% | $1,963+208.7% |
| Participant deferral / active EE | $12,052 | $4,678+157.6% | $6,282+91.9% | $3,054+294.6% |
| Admin fee / account holder | $144 | $458-68.6% | $9,324-98.5% | $504-71.5% |