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 |
|---|---|---|
GROUP PLAN ADMINISTRATORS5+ years Service code 13 · EIN 99-0187572 | Contract Administrator | $47,183 |
HGK2 years Service code 16 · EIN 52-1296988 | Consulting | $35,953 |
BANK OF HAWAII5+ years Service code 16 P.O. BOX 3170 · HONOLULU, HI 96802 | Consulting | $22,447 |
CENTRAL PACIFIC BANK5+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $20,021 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $16,555 |
Service code 29 · EIN 99-0268206 | Legal | $11,030 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $6,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,203 | $98,982-53.3% | $162,163-71.5% | $65,185-29.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 8.95% | 24.84%-15.9pp | 115.59%-106.6pp | 29.38%-20.4pp |
| Employer contribution / active EE | $7,383 | $3,467+113.0% | $5,614+31.5% | $2,177+239.2% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $687 | $596+15.1% | $10,843-93.7% | $847-18.9% |