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 |
|---|---|---|
KOBO WEALTH CONSERVANCY1+ years Service code 26 · EIN 20-8546080 119 MERCHANT STREET, SUITE 610 · HONOLULU, HI 96813 | Advisory (Participants) | $6,296 |
Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Recordkeeping | $1,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,973 | $50,464+36.7% | $75,781-9.0% | $52,331+31.8% |
| Participation rate | 50.5% | 66.8%-16.2pp | 75.8%-25.3pp | 68.1%-17.6pp |
| Annual return | -0.45% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,893 | $1,988-4.8% | $3,323-43.0% | $1,882+0.6% |
| Participant deferral / active EE | $5,249 | $2,570+104.2% | $3,651+43.8% | $3,022+73.7% |
| Admin fee / account holder | $47 | $1,103-95.7% | $5,299-99.1% | $592-92.0% |