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.7+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $83,730 |
UHY LLP5 years Service code 10 · EIN 20-0694403 | Accounting | $30,750 |
CMC INTERACTIVE, LLC5 years Service code 12 · EIN 13-4180091 | Participant loan processing; Claims p... | $9,895 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,112 | $86,897+232.7% | $151,611+90.7% | $64,808+346.1% |
| Participation rate | 82.5% | 87.3%-4.7pp | 87.5%-5.0pp | 71.5%+11.1pp |
| Annual return | -21.10% | -3.57%-17.5pp | 3.33%-24.4pp | 32.82%-53.9pp |
| Employer contribution / active EE | $3,382 | $4,010-15.7% | $6,166-45.2% | $2,506+35.0% |
| Participant deferral / active EE | $13,676 | $6,690+104.4% | $8,363+63.5% | $4,310+217.3% |
| Admin fee / account holder | $229 | $153+50.0% | $11,616-98.0% | $188+22.2% |