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 GROUP8+ years Service code 28 · EIN 36-3983748 | Investment Management | $46,449 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $27,129 |
Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 37 · EIN 13-4271932 | Loan Processing | $10,930 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,685 | $72,607-45.3% | $90,749-56.3% | $66,914-40.7% |
| Participation rate | 94.5% | 73.7%+20.8pp | 75.7%+18.8pp | 69.8%+24.7pp |
| Annual return | -15.59% | -12.28%-3.3pp | -12.16%-3.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,837 | $2,369-22.5% | $2,921-37.1% | $2,544-27.8% |
| Participant deferral / active EE | $4,847 | $3,977+21.9% | $4,564+6.2% | $4,237+14.4% |
| Admin fee / account holder | $254 | $707-64.0% | $8,445-97.0% | $593-57.1% |