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.8 years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $54,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,566 | $102,317-23.2% | $146,958-46.5% | $80,856-2.8% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 16.77% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,489 | $3,713-6.0% | $4,933-29.3% | $2,755+26.7% |
| Participant deferral / active EE | $10,621 | $6,644+59.9% | $8,070+31.6% | $4,296+147.2% |
| Admin fee / account holder | $307 | $7,941-96.1% | $12,998-97.6% | $6,918-95.6% |