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 GROUP5+ years Service code 28 · EIN 36-3983748 | Investment Management | $37,428 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $12,579 |
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 | $53,536 | $66,310-19.3% | $93,606-42.8% | $65,185-17.9% |
| Participation rate | 90.3% | 74.0%+16.3pp | 75.8%+14.5pp | 70.2%+20.1pp |
| Annual return | 24.49% | 42.58%-18.1pp | 32.76%-8.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,668 | $2,012-17.1% | $2,718-38.6% | $2,177-23.4% |
| Participant deferral / active EE | $3,702 | $3,342+10.8% | $4,069-9.0% | $3,514+5.4% |
| Admin fee / account holder | $200 | $6,897-97.1% | $7,888-97.5% | $847-76.3% |