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.4+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $64,733 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $25,625 |
CMC INTERACTIVE, LLC2 years Service code 12 · EIN 13-4180091 | Participant loan processing; Claims p... | $9,150 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,835 | $88,515+194.7% | $162,163+60.8% | $67,579+286.0% |
| Participation rate | 85.1% | 86.8%-1.7pp | 87.6%-2.4pp | 71.3%+13.9pp |
| Annual return | 23.16% | 27.04%-3.9pp | 115.59%-92.4pp | 378.56%-355.4pp |
| Employer contribution / active EE | $3,220 | $3,563-9.6% | $5,614-42.6% | $2,148+49.9% |
| Participant deferral / active EE | $12,418 | $5,724+117.0% | $7,298+70.2% | $3,539+250.9% |
| Admin fee / account holder | $178 | $124+43.7% | $10,843-98.4% | $142+24.9% |