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 10-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 |
|---|---|---|
SUEMORI & INOUYE, INC.2+ years Service code 17 1299 S BERETANIA ST, SUITE 315 · HONOLULU, HI 96814 | Pension Consulting | $11,284 |
ALPHAPOINT, INC.2+ years Filed as: ALPHA POINT, INC. Service code 27 2101 EAST COAST HIGHWAY, SUITE 250 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,314 | $42,546-14.6% | $71,796-49.4% | $55,167-34.2% |
| Participation rate | 73.3% | 59.1%+14.2pp | 69.1%+4.2pp | 69.0%+4.3pp |
| Annual return | 7.66% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,199 | $803+49.2% | $1,924-37.7% | $1,963-38.9% |
| Participant deferral / active EE | $2,041 | $2,064-1.1% | $2,794-27.0% | $3,054-33.2% |
| Admin fee / account holder | $136 | $650-79.1% | $4,815-97.2% | $504-73.0% |