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 GROUP8+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $217,106 |
Service code 15 · EIN 36-4430093 | Recordkeeping | $5,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,699 | $71,142+21.9% | $119,609-27.5% | $64,808+33.8% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.3%+19.7pp | 71.5%+27.5pp |
| Annual return | -15.36% | -10.01%-5.4pp | -14.97%-0.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $8,984 | $2,497+259.7% | $4,232+112.3% | $2,506+258.5% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $398 | $162+145.8% | $10,323-96.1% | $188+112.2% |