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 |
|---|---|---|
SUEMORI & INOUYE, INC.1 year Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 13 1299 S. BERETANIA ST, STE 315 · HONOLULU, HI 96814 | Contract Administrator | $5,991 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,670 | $157,256+108.4% | $141,162+132.1% | $152,861+114.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.30% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $6,907 | $5,261+31.3% | $4,735+45.9% | $4,762+45.0% |
| Participant deferral / active EE | $11,197 | $7,109+57.5% | $6,709+66.9% | $5,850+91.4% |
| Admin fee / account holder | $6,447 | $12,120-46.8% | $10,261-37.2% | $11,596-44.4% |