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 GROUP2 years Service code 15 · EIN 36-3983748 | Recordkeeping | $14,858 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,810 | $48,265-21.7% | $68,791-45.0% | $68,494-44.8% |
| Participation rate | 98.3% | 60.7%+37.7pp | 69.0%+29.3pp | 67.9%+30.4pp |
| Annual return | -12.12% | -12.71%+0.6pp | -6.38%-5.7pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,500 | $1,829+91.4% | $2,655+31.8% | $2,596+34.8% |
| Participant deferral / active EE | $4,555 | $2,867+58.9% | $3,941+15.6% | $4,027+13.1% |
| Admin fee / account holder | $220 | $4,355-94.9% | $4,932-95.5% | $5,403-95.9% |