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 GROUP7+ years Service code 28 · EIN 36-3983748 | Investment Management | $50,308 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $25,048 |
HELLAM VARON & CO2 years Service code 10 · EIN 91-1223179 | Accounting | $13,295 |
Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 37 · EIN 13-4271932 | Loan Processing | $9,655 |
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 | $63,106 | $79,428-20.5% | $106,548-40.8% | $79,386-20.5% |
| Participation rate | 94.7% | 74.1%+20.6pp | 76.1%+18.6pp | 70.7%+24.0pp |
| Annual return | 13.78% | 18.27%-4.5pp | 26.80%-13.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,717 | $2,234-23.1% | $2,819-39.1% | $2,427-29.3% |
| Participant deferral / active EE | $4,333 | $3,823+13.3% | $4,398-1.5% | $4,046+7.1% |
| Admin fee / account holder | $313 | $523-40.1% | $7,407-95.8% | $626-50.0% |