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.8+ years Filed as: CMC ADVISORS INC. Service code 27 · EIN 13-4187117 | Advisory (Plan) | $25,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,570 | $82,202-38.5% | $125,339-59.7% | $64,808-22.0% |
| Participation rate | 76.9% | 77.9%-1.0pp | 82.4%-5.5pp | 71.5%+5.4pp |
| Annual return | -16.94% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,282 | $3,615-64.5% | $4,814-73.4% | $2,506-48.8% |
| Participant deferral / active EE | $8,051 | $7,175+12.2% | $7,446+8.1% | $4,310+86.8% |
| Admin fee / account holder | $85 | $163-47.7% | $10,010-99.1% | $188-54.6% |