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.6 years Filed as: CMC ADVISORS INC Service code 27 · EIN 13-4187117 | Advisory (Plan) | $49,825 |
CMC INTERACTIVE, LLC4 years Service code 64 · EIN 13-4180091 | Recordkeeping Fees | $19,504 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,497 | $58,778-36.2% | $129,207-71.0% | $77,643-51.7% |
| Participation rate | 90.1% | 59.2%+30.9pp | 69.6%+20.5pp | 70.6%+19.6pp |
| Annual return | 14.22% | 24.73%-10.5pp | 9417.33%-9403.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $5,299 | $1,952+171.4% | $4,153+27.6% | $2,726+94.4% |
| Participant deferral / active EE | $5,467 | $3,212+70.2% | $4,168+31.2% | $4,647+17.6% |
| Admin fee / account holder | $96 | $589-83.7% | $7,715-98.8% | $430-77.7% |