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) | $45,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,218 | $101,317+124.3% | $146,958+54.6% | $74,495+205.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.03% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $18,813 | $3,810+393.8% | $4,933+281.4% | $2,623+617.2% |
| Participant deferral / active EE | $10,955 | $7,303+50.0% | $8,070+35.7% | $4,346+152.1% |
| Admin fee / account holder | $306 | $1,739-82.4% | $12,998-97.6% | $1,942-84.2% |