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 GROUP3 years Service code 15 · EIN 36-3983748 | Recordkeeping | $15,275 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,584 | $51,175+22.3% | $70,515-11.2% | $75,163-16.7% |
| Participation rate | 96.8% | 60.9%+35.9pp | 68.3%+28.5pp | 67.2%+29.6pp |
| Annual return | 17.09% | 30.02%-12.9pp | 32.77%-15.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,617 | $1,826+98.1% | $2,973+21.7% | $2,670+35.5% |
| Participant deferral / active EE | $5,175 | $2,849+81.6% | $4,567+13.3% | $4,125+25.4% |
| Admin fee / account holder | $313 | $4,091-92.4% | $6,412-95.1% | $5,651-94.5% |