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 GROUP3+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $109,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,409 |
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 | $70,001 | $122,186-42.7% | $146,958-52.4% | $199,593-64.9% |
| Participation rate | 84.6% | 78.3%+6.3pp | 82.2%+2.4pp | 72.0%+12.6pp |
| Annual return | 14.61% | 30.56%-15.9pp | 418.34%-403.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $2,918 | $4,093-28.7% | $4,933-40.8% | $3,034-3.8% |
| Participant deferral / active EE | $8,865 | $8,502+4.3% | $8,070+9.9% | $5,087+74.3% |
| Admin fee / account holder | $84 | $179-53.1% | $12,998-99.4% | $269-68.8% |