See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.1 year Service code 27 · EIN 13-4187117 | Advisory (Plan) | $34,733 |
CMC INTERACTIVE, LLC6 years Service code 15 · EIN 13-4180091 | Recordkeeping | $6,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,259 | $101,317-18.8% | $146,958-44.0% | $74,495+10.4% |
| Participation rate | 83.3% | 75.5%+7.7pp | 82.2%+1.1pp | 67.2%+16.1pp |
| Annual return | 18.40% | 8730.91%-8712.5pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,514 | $3,810-60.3% | $4,933-69.3% | $2,623-42.3% |
| Participant deferral / active EE | $9,991 | $7,303+36.8% | $8,070+23.8% | $4,346+129.9% |
| Admin fee / account holder | $135 | $1,739-92.3% | $12,998-99.0% | $1,942-93.1% |