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 GROUP10+ years Service code 28 · EIN 36-3983748 | Investment Management | $74,833 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $47,773 |
Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 37 · EIN 13-4271932 | Loan Processing | $7,425 |
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 | $90,447 | $92,055-1.7% | $106,213-14.8% | $77,643+16.5% |
| Participation rate | 65.5% | 81.0%-15.5pp | 75.3%-9.8pp | 70.6%-5.1pp |
| Annual return | 185.99% | 17.91%+168.1pp | 116.14%+69.9pp | 31.24%+154.8pp |
| Employer contribution / active EE | $2,201 | $3,367-34.6% | $3,171-30.6% | $2,726-19.3% |
| Participant deferral / active EE | $4,608 | $5,386-14.4% | $5,016-8.1% | $4,647-0.8% |
| Admin fee / account holder | $178 | $219-18.6% | $11,033-98.4% | $430-58.6% |