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 36-3983748 | Advisory (Plan) | $59,027 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,734 | $106,028-38.0% | $146,958-55.3% | $77,643-15.3% |
| Participation rate | 89.7% | 78.4%+11.3pp | 82.2%+7.5pp | 70.6%+19.1pp |
| Annual return | 15.17% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,816 | $4,063+18.5% | $4,933-2.4% | $2,726+76.7% |
| Participant deferral / active EE | $8,040 | $7,990+0.6% | $8,070-0.4% | $4,647+73.0% |
| Admin fee / account holder | $217 | $337-35.7% | $12,998-98.3% | $430-49.6% |