Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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.2 years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $22,160 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,127 | $101,499-47.7% | $147,005-63.9% | $74,546-28.7% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 21.11% | 8732.34%-8711.2pp | 418.76%-397.7pp | 1366.03%-1344.9pp |
| Employer contribution / active EE | $2,661 | $3,811-30.2% | $4,934-46.1% | $2,624+1.4% |
| Participant deferral / active EE | $10,299 | $7,304+41.0% | $8,070+27.6% | $4,347+136.9% |
| Admin fee / account holder | $153 | $1,748-91.2% | $13,006-98.8% | $1,944-92.1% |