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 BANK8+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $450,513 |
Service code 14 · EIN 99-0329747 | Plan Administrator | $377,638 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $346,926 |
BUCKINGHAM STRATEGIC PARTNERS8+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $187,852 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $98,940 |
THE SEGAL COMPANY8+ years Service code 27 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Advisory (Plan) | $69,079 |
BANK OF HAWAII8+ years Service code 19 PO BOX 2900 · HONOLULU, HI 96846 | Securities Custodian | $33,388 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $31,350 |
DECARLO & SHANLEY8+ years Service code 29 · EIN 95-4022565 | Legal | $25,158 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $7,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,373 | $76,774-8.3% | $112,228-37.3% | $77,904-9.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.80% | -10.25%+2.4pp | 27.45%-35.3pp | 12.21%-20.0pp |
| Employer contribution / active EE | $9,547 | $3,977+140.1% | $3,635+162.7% | $2,848+235.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $257 | $239+7.8% | $6,410-96.0% | $133+94.2% |