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.1 year Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 17 | Pension Consulting | $5,025 |
SUEMORI & INOUYE, INC.1 year Filed as: SUEMORI & INOUYE, INC.DBA SI GROUP Service code 17 1299 S BERETANIA ST, SUITE 315 · HONOLULU, HI 96814 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,653 | $49,138+15.3% | $84,015-32.6% | $65,185-13.1% |
| Participation rate | 62.2% | 60.7%+1.5pp | 69.0%-6.8pp | 70.2%-8.0pp |
| Annual return | 17.96% | 23.00%-5.0pp | 71.31%-53.3pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,035 | $914+13.3% | $1,983-47.8% | $2,177-52.4% |
| Participant deferral / active EE | $1,931 | $2,397-19.4% | $3,239-40.4% | $3,514-45.0% |
| Admin fee / account holder | $87 | $543-84.1% | $6,101-98.6% | $847-89.8% |