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 15 · EIN 36-3983748 | Recordkeeping | $15,120 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,188 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,130 | $62,573-24.7% | $85,682-45.0% | $85,850-45.1% |
| Participation rate | 98.4% | 61.1%+37.2pp | 69.9%+28.5pp | 69.3%+29.0pp |
| Annual return | 19.98% | 23.77%-3.8pp | 21.49%-1.5pp | 318.53%-298.6pp |
| Employer contribution / active EE | $3,302 | $1,757+87.9% | $2,618+26.1% | $2,565+28.7% |
| Participant deferral / active EE | $3,426 | $2,802+22.2% | $3,923-12.7% | $3,952-13.3% |
| Admin fee / account holder | $241 | $4,640-94.8% | $6,873-96.5% | $6,260-96.1% |