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 Filed as: SUEMORI & INOUYE, INC.DBA SI GROUP Service code 17 1299 S BERETANIA ST, SUITE 315 · HONOLULU, HI 96814 | Pension Consulting | $10,670 |
SUEMORI & INOUYE, INC.2 years Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 17 | Pension Consulting | $5,035 |
ALPHAPOINT, INC.1 year Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,559 | $54,573+7.3% | $90,951-35.6% | $73,488-20.3% |
| Participation rate | 59.6% | 61.2%-1.6pp | 69.0%-9.4pp | 70.7%-11.1pp |
| Annual return | 12.39% | 16.69%-4.3pp | 134.60%-122.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,078 | $991+8.8% | $2,122-49.2% | $2,270-52.5% |
| Participant deferral / active EE | $1,901 | $2,517-24.5% | $3,373-43.6% | $3,740-49.2% |
| Admin fee / account holder | $98 | $521-81.3% | $5,959-98.4% | $513-81.0% |