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) | $37,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,613 | $91,407+127.1% | $135,903+52.8% | $71,457+190.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.78% | 29.90%-10.1pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $18,628 | $3,703+403.0% | $4,856+283.6% | $2,588+619.9% |
| Participant deferral / active EE | $11,030 | $7,092+55.5% | $7,758+42.2% | $4,289+157.2% |
| Admin fee / account holder | $282 | $1,266-77.7% | $10,762-97.4% | $1,587-82.2% |