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.5+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $70,530 |
UHY LLP3 years Service code 10 · EIN 20-0694403 | Accounting | $26,650 |
CMC INTERACTIVE, LLC3 years Service code 12 · EIN 13-4180091 | Claims processing; Participant loan p... | $10,155 |
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 | $316,658 | $111,608+183.7% | $177,821+78.1% | $73,409+331.4% |
| Participation rate | 86.8% | 87.9%-1.1pp | 87.7%-0.9pp | 72.2%+14.6pp |
| Annual return | 21.28% | 18.23%+3.1pp | 48.32%-27.0pp | 59.29%-38.0pp |
| Employer contribution / active EE | $3,083 | $3,796-18.8% | $5,918-47.9% | $2,234+38.0% |
| Participant deferral / active EE | $13,256 | $6,199+113.8% | $7,714+71.8% | $3,805+248.3% |
| Admin fee / account holder | $197 | $166+18.9% | $12,427-98.4% | $158+24.7% |