See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,710 |
SUEMORI & INOUYE, INC.9 years Service code 17 · EIN 99-0242337 | Pension Consulting | $12,565 |
ALPHAPOINT, INC.6 years Filed as: ALPHA POINT, INC. Service code 27 · EIN 14-1884337 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,350 | $96,018-4.9% | $65,493+39.5% | $85,563+6.8% |
| Participation rate | 60.3% | 74.8%-14.5pp | 73.1%-12.7pp | 66.0%-5.6pp |
| Annual return | 15.28% | 14.51%+0.8pp | 982.45%-967.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $1,192 | $3,235-63.1% | $2,574-53.7% | $2,654-55.1% |
| Participant deferral / active EE | $3,056 | $4,055-24.6% | $3,961-22.9% | $4,375-30.2% |
| Admin fee / account holder | $152 | $271-43.8% | $5,028-97.0% | $834-81.8% |