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 3-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 GROUP1+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $102,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,138 |
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 | $51,371 | $95,388-46.1% | $125,339-59.0% | $77,904-34.1% |
| Participation rate | 89.1% | 78.6%+10.5pp | 82.4%+6.7pp | 73.7%+15.4pp |
| Annual return | -8.46% | 116.19%-124.6pp | 572.05%-580.5pp | 12.21%-20.7pp |
| Employer contribution / active EE | $5,192 | $3,666+41.6% | $4,814+7.9% | $2,848+82.3% |
| Participant deferral / active EE | $7,857 | $7,711+1.9% | $7,446+5.5% | $4,806+63.5% |
| Admin fee / account holder | $83 | $119-30.5% | $10,010-99.2% | $133-37.7% |