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 GROUP6+ years Service code 28 · EIN 36-3983748 | Investment Management | $40,544 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $25,600 |
HELLAM VARON & CO1 year Service code 10 · EIN 91-1223179 | Accounting | $22,765 |
Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 37 · EIN 13-4271932 | Loan Processing | $10,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,954 | $70,908-16.9% | $98,907-40.4% | $73,488-19.8% |
| Participation rate | 92.8% | 73.8%+19.0pp | 76.0%+16.8pp | 70.7%+22.1pp |
| Annual return | 16.27% | 34.17%-17.9pp | 196.43%-180.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,665 | $2,036-18.2% | $2,689-38.1% | $2,270-26.6% |
| Participant deferral / active EE | $4,024 | $3,500+15.0% | $4,244-5.2% | $3,740+7.6% |
| Admin fee / account holder | $342 | $535-36.0% | $6,642-94.8% | $513-33.3% |