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.9+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $95,551 |
UHY LLP7 years Service code 10 · EIN 20-0694403 | Accounting | $31,775 |
CMC INTERACTIVE, LLC7 years Service code 12 · EIN 13-4180091 | Claims processing; Participant loan p... | $13,660 |
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 | $367,208 | $129,021+184.6% | $184,203+99.3% | $77,643+372.9% |
| Participation rate | 86.2% | 87.3%-1.2pp | 86.8%-0.7pp | 70.6%+15.6pp |
| Annual return | 16.27% | 33.27%-17.0pp | 28.81%-12.5pp | 31.24%-15.0pp |
| Employer contribution / active EE | $3,611 | $4,413-18.2% | $6,427-43.8% | $2,726+32.5% |
| Participant deferral / active EE | $14,933 | $7,297+104.6% | $9,131+63.5% | $4,647+221.3% |
| Admin fee / account holder | $250 | $254-1.7% | $13,901-98.2% | $430-42.0% |