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 GROUP1 year Service code 26 · EIN 36-3983748 | Advisory (Participants) | $14,898 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,751 | $37,044-35.9% | $71,796-66.9% | $57,658-58.8% |
| Participation rate | 53.9% | 61.1%-7.2pp | 69.1%-15.2pp | 70.2%-16.3pp |
| Annual return | 24.50% | 12.64%+11.9pp | 78.04%-53.5pp | 5.13%+19.4pp |
| Employer contribution / active EE | $790 | $720+9.7% | $1,924-59.0% | $1,974-60.0% |
| Participant deferral / active EE | $1,648 | $1,974-16.5% | $2,794-41.0% | $3,061-46.1% |
| Admin fee / account holder | $181 | $101+79.5% | $4,815-96.2% | $95+91.7% |