Filed December 30, 2024
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) | $35,065 |
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 | $62,840 | $75,183-16.4% | $123,892-49.3% | $55,167+13.9% |
| Participation rate | 97.3% | 72.8%+24.5pp | 81.4%+15.9pp | 69.0%+28.3pp |
| Annual return | 12.69% | 19.01%-6.3pp | 47.52%-34.8pp | 169.23%-156.5pp |
| Employer contribution / active EE | $11,030 | $2,823+290.7% | $4,617+138.9% | $1,963+462.0% |
| Participant deferral / active EE | $7,108 | $5,084+39.8% | $5,984+18.8% | $3,054+132.7% |
| Admin fee / account holder | $109 | $663-83.6% | $8,357-98.7% | $504-78.5% |