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.3+ years Filed as: CMC ADVISORS INC. Service code 27 · EIN 13-4187117 | Advisory (Plan) | $11,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,797 | $155,795-73.8% | $136,294-70.1% | $69,631-41.4% |
| Participation rate | 63.5% | 75.2%-11.7pp | 81.9%-18.4pp | 70.7%-7.2pp |
| Annual return | 20.02% | 232464.33%-232444.3pp | 5155.94%-5135.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $991 | $2,991-66.9% | $4,695-78.9% | $2,032-51.2% |
| Participant deferral / active EE | $5,695 | $5,394+5.6% | $6,247-8.8% | $3,224+76.7% |
| Admin fee / account holder | $53 | $128-58.6% | $9,243-99.4% | $110-51.9% |