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 8-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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,268 |
KOBO WEALTH CONSERVANCY2 years Filed as: KOBO WEALTH CONSERVANCY, INC Service code 27 119 MERCHANT ST. · HONOLULU, HI 968134422 | Advisory (Plan) | $8,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,634 | $55,636-36.0% | $81,983-56.5% | $73,488-51.5% |
| Participation rate | 26.5% | 62.3%-35.8pp | 69.2%-42.7pp | 70.7%-44.2pp |
| Annual return | 31.41% | 19.07%+12.3pp | 41.31%-9.9pp | 28.51%+2.9pp |
| Employer contribution / active EE | $716 | $1,625-56.0% | $2,498-71.4% | $2,270-68.5% |
| Participant deferral / active EE | $1,548 | $2,762-44.0% | $3,722-58.4% | $3,740-58.6% |
| Admin fee / account holder | $325 | $493-34.1% | $5,664-94.3% | $513-36.7% |