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 Filed as: EMBREE FINANCIAL Service code 27 · EIN 36-3983748 | Advisory (Plan) | $38,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,208 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,467 | $80,753-20.2% | $136,294-52.7% | $62,292+3.5% |
| Participation rate | 91.5% | 73.5%+18.0pp | 81.9%+9.6pp | 69.5%+22.0pp |
| Annual return | 24.49% | 35.83%-11.3pp | 5155.94%-5131.4pp | 28.90%-4.4pp |
| Employer contribution / active EE | $4,539 | $2,884+57.4% | $4,695-3.3% | $2,042+122.2% |
| Participant deferral / active EE | $7,355 | $5,164+42.4% | $6,247+17.7% | $3,169+132.1% |
| Admin fee / account holder | $319 | $525-39.2% | $9,243-96.5% | $479-33.4% |