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 |
|---|---|---|
FIRST HAWAIIAN BANK1+ years Service code 24 · EIN 99-0034327 | Discretionary Trustee | $1,469 |
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 | $31,645 | $37,117-14.7% | $147,614-78.6% | $55,191-42.7% |
| Participation rate | 62.4% | 63.6%-1.2pp | 84.6%-22.2pp | 69.2%-6.7pp |
| Annual return | 0.52% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $722 | $1,620-55.4% | $5,564-87.0% | $1,899-62.0% |
| Participant deferral / active EE | $1,687 | $1,985-15.0% | $4,895-65.5% | $3,046-44.6% |
| Admin fee / account holder | $5 | $86-94.5% | $11,611-100.0% | $91-94.8% |