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 GROUP4+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $192,412 |
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 | $63,182 | $62,267+1.5% | $110,238-42.7% | $55,725+13.4% |
| Participation rate | 99.8% | 78.1%+21.7pp | 79.8%+20.0pp | 70.9%+29.0pp |
| Annual return | -5.84% | -1.07%-4.8pp | 314.74%-320.6pp | 244.93%-250.8pp |
| Employer contribution / active EE | $7,521 | $1,941+287.4% | $3,826+96.5% | $2,078+261.9% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $267 | $121+121.2% | $8,547-96.9% | $115+132.2% |