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.6+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $90,094 |
UHY LLP4 years Service code 10 · EIN 20-0694403 | Accounting | $25,625 |
CMC INTERACTIVE, LLC4 years Service code 12 · EIN 13-4180091 | Claims processing; Participant loan p... | $9,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,773 | $111,491+220.0% | $189,513+88.3% | $86,799+311.0% |
| Participation rate | 86.1% | 87.3%-1.2pp | 87.8%-1.7pp | 72.3%+13.9pp |
| Annual return | 13.64% | 83.50%-69.9pp | 555.15%-541.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $3,295 | $3,951-16.6% | $6,162-46.5% | $2,405+37.0% |
| Participant deferral / active EE | $13,685 | $6,437+112.6% | $8,221+66.5% | $4,131+231.3% |
| Admin fee / account holder | $229 | $189+21.4% | $12,045-98.1% | $170+35.1% |