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.8+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $82,699 |
UHY LLP6 years Service code 10 · EIN 20-0694403 | Accounting | $30,750 |
CMC INTERACTIVE, LLC6 years Service code 12 · EIN 13-4180091 | Claims processing; Participant loan p... | $12,660 |
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 | $317,477 | $100,227+216.8% | $169,993+86.8% | $74,419+326.6% |
| Participation rate | 84.2% | 87.3%-3.1pp | 87.0%-2.8pp | 70.7%+13.5pp |
| Annual return | 20.43% | 66.08%-45.7pp | 53.37%-32.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $3,491 | $4,263-18.1% | $6,785-48.5% | $2,637+32.4% |
| Participant deferral / active EE | $14,326 | $7,143+100.6% | $10,408+37.7% | $4,528+216.4% |
| Admin fee / account holder | $223 | $234-4.8% | $12,815-98.3% | $348-35.8% |