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.10+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $107,438 |
UHY LLP8 years Service code 10 · EIN 20-0694403 | Accounting | $31,775 |
CMC INTERACTIVE, LLC8 years Service code 12 · EIN 13-4180091 | Claims processing; Participant loan p... | $16,135 |
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 | $415,189 | $131,799+215.0% | $200,582+107.0% | $85,563+385.2% |
| Participation rate | 84.4% | 87.9%-3.6pp | 86.9%-2.5pp | 66.0%+18.4pp |
| Annual return | 15.37% | 21.59%-6.2pp | 42.33%-27.0pp | 31.51%-16.1pp |
| Employer contribution / active EE | $3,661 | $4,532-19.2% | $6,419-43.0% | $2,654+38.0% |
| Participant deferral / active EE | $15,261 | $7,702+98.1% | $9,331+63.6% | $4,375+248.8% |
| Admin fee / account holder | $272 | $235+15.5% | $16,305-98.3% | $834-67.4% |