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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $146,781 |
EMBREE FINANCIAL GROUP6 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $72,609 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 | Contract Administrator | $12,284 |
Service code 13 · EIN 36-4430093 | Contract Administrator | $10,714 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,503 | $49,693+19.7% | $70,515-15.6% | $74,419-20.0% |
| Participation rate | 82.2% | 64.7%+17.6pp | 68.3%+13.9pp | 70.7%+11.5pp |
| Annual return | 16.99% | 21.22%-4.2pp | 32.77%-15.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,437 | $1,773-19.0% | $2,973-51.7% | $2,637-45.5% |
| Participant deferral / active EE | $5,927 | $3,376+75.6% | $4,567+29.8% | $4,528+30.9% |
| Admin fee / account holder | $324 | $316+2.6% | $6,412-94.9% | $348-6.8% |