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 27 · EIN 36-3983748 | Advisory (Plan) | $33,472 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,625 |
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 | $56,652 | $75,183-24.6% | $123,892-54.3% | $55,167+2.7% |
| Participation rate | 89.9% | 72.8%+17.1pp | 81.4%+8.5pp | 69.0%+20.9pp |
| Annual return | 11.94% | 19.01%-7.1pp | 47.52%-35.6pp | 169.23%-157.3pp |
| Employer contribution / active EE | $5,243 | $2,823+85.7% | $4,617+13.6% | $1,963+167.2% |
| Participant deferral / active EE | $8,354 | $5,084+64.3% | $5,984+39.6% | $3,054+173.5% |
| Admin fee / account holder | $278 | $663-58.0% | $8,357-96.7% | $504-44.8% |