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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $69,435 |
LPL FINANCIAL9+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,533 |
SUEMORI & INOUYE, INC.1 year Filed as: SUEMORI & INOUYE INC SI GROUP CERTI Service code 13 · EIN 99-0242337 | Contract Administrator | $10,594 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $3,322 |
CADES SCHUTTE LLP1 year Service code 29 PO BOX 939 · HONOLULU, HI 96808 | Legal | $2,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,098 | $54,701+130.5% | $86,188+46.3% | $71,457+76.5% |
| Participation rate | 79.5% | 60.1%+19.4pp | 69.0%+10.6pp | 67.9%+11.6pp |
| Annual return | 12.11% | 20.06%-8.0pp | 1168.45%-1156.3pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,130 | $1,265-10.7% | $2,380-52.5% | $2,588-56.3% |
| Participant deferral / active EE | $4,090 | $3,108+31.6% | $3,985+2.6% | $4,289-4.6% |
| Admin fee / account holder | $814 | $1,922-57.6% | $6,852-88.1% | $1,587-48.7% |