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.3+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $33,374 |
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 | $98,105 | $89,739+9.3% | $149,718-34.5% | $62,292+57.5% |
| Participation rate | 95.4% | 85.1%+10.3pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 17.83% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $6,241 | $3,233+93.1% | $5,445+14.6% | $2,042+205.6% |
| Participant deferral / active EE | $12,380 | $4,797+158.1% | $6,569+88.5% | $3,169+290.7% |
| Admin fee / account holder | $162 | $551-70.6% | $11,283-98.6% | $479-66.2% |