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 4-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 GROUP4+ years Service code 28 · EIN 36-3983748 440 NORTH WELLS · CHICAGO, IL 60654 | Investment Management | $31,017 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,336 | $87,870+49.5% | $113,168+16.1% | $74,304+76.8% |
| Participation rate | 89.4% | 70.7%+18.6pp | 76.6%+12.8pp | 60.3%+29.0pp |
| Annual return | 17.23% | 26.44%-9.2pp | 24.27%-7.0pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,784 | $2,277+66.2% | $2,975+27.2% | $2,241+68.8% |
| Participant deferral / active EE | $8,515 | $4,241+100.8% | $5,107+66.7% | $3,767+126.0% |
| Admin fee / account holder | $258 | $3,368-92.4% | $12,068-97.9% | $2,969-91.3% |