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 |
|---|---|---|
EMBREE FINANCIAL GROUP6 years Service code 26 440 N WELLS, SUITE 530 · CHICAGO, IL 60654 | Advisory (Participants) | $103,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,138 | $122,239+30.2% | $184,200-13.6% | $74,546+113.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.97% | 19.95%-3.0pp | 28.80%-11.8pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $6,724 | $4,537+48.2% | $6,424+4.7% | $2,624+156.2% |
| Participant deferral / active EE | $17,356 | $7,139+143.1% | $9,132+90.1% | $4,347+299.2% |
| Admin fee / account holder | $342 | $1,260-72.8% | $13,907-97.5% | $1,944-82.4% |