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 |
|---|---|---|
SUEMORI & INOUYE, INC.4 years Service code 17 · EIN 99-0242337 | Pension Consulting | $10,105 |
ALPHAPOINT, INC.1 year Filed as: ALPHA POINT, INC. Service code 27 · EIN 14-1884337 | Advisory (Plan) | $7,500 |
CW ASSOCIATES1 year Filed as: CW ASSOCIATES, CPAS Service code 10 · EIN 26-1659234 | Accounting | $5,445 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,052 | $84,948-16.4% | $70,449+0.9% | $73,409-3.2% |
| Participation rate | 73.4% | 79.9%-6.5pp | 75.1%-1.6pp | 72.2%+1.2pp |
| Annual return | 16.63% | 13.39%+3.2pp | 109.03%-92.4pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,760 | $2,834-37.9% | $2,737-35.7% | $2,234-21.2% |
| Participant deferral / active EE | $5,170 | $3,387+52.6% | $3,709+39.4% | $3,805+35.9% |
| Admin fee / account holder | $44 | $98-55.5% | $3,845-98.9% | $158-72.3% |