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.1 year Service code 27 · EIN 13-4187117 | Advisory (Plan) | $33,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,527 | $84,487+118.4% | $125,339+47.2% | $66,914+175.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.12% | -8.39%-7.7pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $19,185 | $3,553+440.0% | $4,814+298.6% | $2,544+654.1% |
| Participant deferral / active EE | $11,506 | $6,781+69.7% | $7,446+54.5% | $4,237+171.6% |
| Admin fee / account holder | $299 | $685-56.4% | $10,010-97.0% | $593-49.7% |