See peer percentile detail. $4.99 for your first month.
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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 BANK6+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $361,889 |
Service code 13 · EIN 99-0329747 | Contract Administrator | $342,365 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $248,751 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $195,854 |
BUCKINGHAM STRATEGIC PARTNERS6+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $128,593 |
BANK OF HAWAII6+ years Service code 28 PO BOX 2900 · HONOLULU, HI 96846 | Investment Management | $45,306 |
THE SEGAL COMPANY6+ years Service code 50 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Direct Payment | $43,706 |
DECARLO & SHANLEY6+ years Service code 29 · EIN 95-4022565 | Legal | $35,363 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $21,945 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 945964061 | Investment Management | $20,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,872 | $81,719-14.5% | $101,248-31.0% | $90,288-22.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.38% | 337.64%-329.3pp | 46.47%-38.1pp | 53.97%-45.6pp |
| Employer contribution / active EE | $6,922 | $3,622+91.1% | $3,660+89.1% | $2,524+174.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $243 | $162+50.2% | $5,945-95.9% | $114+113.3% |