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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP8+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $55,515 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,697 | $71,142-14.7% | $119,609-49.3% | $64,808-6.3% |
| Participation rate | 55.2% | 78.6%-23.4pp | 79.3%-24.1pp | 71.5%-16.3pp |
| Annual return | -17.44% | -10.01%-7.4pp | -14.97%-2.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,879 | $2,497-24.7% | $4,232-55.6% | $2,506-25.0% |
| Participant deferral / active EE | $4,060 | $4,490-9.6% | $5,602-27.5% | $4,310-5.8% |
| Admin fee / account holder | $195 | $162+20.3% | $10,323-98.1% | $188+3.8% |