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 GROUP4+ years Service code 28 · EIN 36-3983748 | Investment Management | $39,658 |
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 | $49,576 | $58,083-14.6% | $80,019-38.0% | $56,287-11.9% |
| Participation rate | 86.7% | 73.6%+13.1pp | 75.8%+10.8pp | 69.9%+16.8pp |
| Annual return | -6.80% | 34.61%-41.4pp | 11.22%-18.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,430 | $1,932-26.0% | $2,468-42.0% | $2,111-32.2% |
| Participant deferral / active EE | $3,581 | $3,135+14.2% | $3,686-2.8% | $3,350+6.9% |
| Admin fee / account holder | $293 | $623-53.0% | $6,521-95.5% | $521-43.8% |