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 GROUP9+ years Service code 28 · EIN 36-3983748 | Investment Management | $60,949 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $43,915 |
Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 37 · EIN 13-4271932 | Loan Processing | $4,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,307 | $84,784-41.8% | $98,439-49.9% | $74,419-33.7% |
| Participation rate | 62.1% | 81.5%-19.5pp | 75.2%-13.1pp | 70.7%-8.7pp |
| Annual return | 67.10% | 20.59%+46.5pp | 21.16%+45.9pp | 34.38%+32.7pp |
| Employer contribution / active EE | $2,034 | $3,364-39.5% | $3,048-33.3% | $2,637-22.9% |
| Participant deferral / active EE | $4,055 | $5,218-22.3% | $4,738-14.4% | $4,528-10.4% |
| Admin fee / account holder | $235 | $204+14.9% | $8,948-97.4% | $348-32.5% |