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 |
|---|---|---|
CONGRESS ASSET MANAGEMENT9+ years Service code 28 · EIN 04-2848965 | Investment Management | $242,238 |
PAMCAH ADMIN OFFICE7 years Filed as: PAMCAH ADMINISTRATIVE OFFICE Service code 14 · EIN 99-0110375 | Plan Administrator | $236,474 |
CKW FINANCIAL GROUP9+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $187,987 |
PACIFIC INCOME ADVISORS9+ years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $131,559 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $101,762 |
FIRST HAWAIIAN BANK3 years Service code 19 · EIN 99-0034327 | Securities Custodian | $99,008 |
NUVEEN7 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 | Investment Management | $62,969 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 | Accounting | $48,168 |
TRUCKER HUSS7 years Service code 29 · EIN 94-3216063 | Legal | $41,130 |
THE SEGAL COMPANY9+ years Service code 16 · EIN 94-1503999 | Consulting | $29,761 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,364 | $241,101-55.9% | $103,333+2.9% | $199,593-46.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.67% | 17.80%-3.1pp | 24.88%-10.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $10,119 | $4,244+138.4% | $3,868+161.6% | $3,034+233.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $411 | $288+43.1% | $8,355-95.1% | $269+53.1% |