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) | $11,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,835 | $46,423-20.7% | $75,886-51.5% | $67,579-45.5% |
| Participation rate | 49.8% | 63.1%-13.2pp | 69.3%-19.5pp | 71.3%-21.5pp |
| Annual return | 17.70% | 32.29%-14.6pp | 30.76%-13.1pp | 378.56%-360.9pp |
| Employer contribution / active EE | $680 | $1,406-51.6% | $2,500-72.8% | $2,148-68.3% |
| Participant deferral / active EE | $1,320 | $2,564-48.5% | $3,603-63.4% | $3,539-62.7% |
| Admin fee / account holder | $109 | $132-17.5% | $5,418-98.0% | $142-23.6% |