See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMC INTERACTIVE, LLC1 year Service code 15 · EIN 13-4180091 | Recordkeeping | $6,925 |
CMC ADVISORS, INC.1 year Service code 27 · EIN 13-4187117 | Advisory (Plan) | $5,619 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,867 | $50,982-90.5% | $154,803-96.9% | $85,563-94.3% |
| Participation rate | 89.6% | 59.8%+29.8pp | 78.1%+11.6pp | 66.0%+23.7pp |
| Annual return | 66.89% | 30.35%+36.5pp | 58.88%+8.0pp | 31.51%+35.4pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,648 | $2,474+47.4% | $5,540-34.2% | $4,375-16.6% |
| Admin fee / account holder | $28 | $846-96.7% | $14,329-99.8% | $834-96.7% |