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 GROUP9+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $206,418 |
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 | $99,044 | $91,372+8.4% | $129,995-23.8% | $74,419+33.1% |
| Participation rate | 98.7% | 77.8%+20.9pp | 78.5%+20.2pp | 70.7%+28.0pp |
| Annual return | 17.42% | 23.21%-5.8pp | -137.18%+154.6pp | 34.38%-17.0pp |
| Employer contribution / active EE | $9,704 | $2,563+278.6% | $4,320+124.7% | $2,637+268.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $368 | $283+29.9% | $10,614-96.5% | $348+5.8% |