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 7-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 |
|---|---|---|
EMPIRE VALUATION1 year Filed as: EMPIRE VALUATION CONSULTANTS Service code 34 · EIN 20-0558284 | Valuation (appraisals, etc.); Consult... | $10,350 |
ESOP FIDUCIARIES1 year Filed as: ESOP FIDUCIARIES, INC. Service code 24 · EIN 82-1679944 | Discretionary Trustee | $9,000 |
NEWPORT GROUP, INC.1 year Service code 14 · EIN 27-2037969 | Plan Administrator | $8,440 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,611 | $61,272-72.9% | $149,673-88.9% | $71,457-76.8% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+19.9pp | 67.9%+30.7pp |
| Annual return | 19.56% | 35.85%-16.3pp | 134.42%-114.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $168 | $1,261-86.6% | $13,210-98.7% | $1,587-89.4% |