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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 |
|---|---|---|
Filed as: BLACK POINT WEALTH MGMT, J HARRIS Service code 49 · EIN 87-3671331 849 7TH AVE S, STE 201 · NAPLES, FL 341026711 | Other Services | $8,126 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOCI Service code 49 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Services | $6,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $74,876 | $69,763+7.3% | $67,502+10.9% | $74,495+0.5% |
| Participation rate | 39.0% | 71.4%-32.3pp | 72.9%-33.8pp | 67.2%-28.2pp |
| Annual return | 11.65% | -40.34%+52.0pp | 3512.12%-3500.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $435 | $2,704-83.9% | $2,731-84.1% | $2,623-83.4% |
| Participant deferral / active EE | $2,237 | $3,636-38.5% | $4,000-44.1% | $4,346-48.5% |
| Admin fee / account holder | $83 | $896-90.8% | $3,998-97.9% | $1,942-95.7% |