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) | $19,039 |
CMC INTERACTIVE, LLC2 years Service code 15 · EIN 13-4180091 | Recordkeeping | $5,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,175 | $100,801-48.2% | $149,696-65.1% | $73,409-28.9% |
| Participation rate | 76.4% | 77.7%-1.3pp | 82.5%-6.1pp | 72.2%+4.2pp |
| Annual return | 15.11% | 265.34%-250.2pp | 276.60%-261.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,220 | $3,312-63.2% | $4,644-73.7% | $2,234-45.4% |
| Participant deferral / active EE | $7,461 | $6,404+16.5% | $6,842+9.1% | $3,805+96.1% |
| Admin fee / account holder | $84 | $181-53.4% | $9,309-99.1% | $158-46.6% |