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.2+ years Filed as: CMC ADVISORS INC. Service code 27 · EIN 13-4187117 | Advisory (Plan) | $12,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,267 | $80,177-59.8% | $123,892-74.0% | $57,658-44.0% |
| Participation rate | 62.2% | 74.4%-12.2pp | 81.4%-19.2pp | 70.2%-8.0pp |
| Annual return | 48.11% | 17.90%+30.2pp | 47.52%+0.6pp | 5.13%+43.0pp |
| Employer contribution / active EE | $993 | $2,913-65.9% | $4,617-78.5% | $1,974-49.7% |
| Participant deferral / active EE | $5,700 | $5,130+11.1% | $5,984-4.7% | $3,061+86.3% |
| Admin fee / account holder | $62 | $106-41.4% | $8,357-99.3% | $95-34.0% |