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.2 years Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 13 1299 S. BERETANIA ST, STE 315 · HONOLULU, HI 96814 | Contract Administrator | $6,663 |
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 | $335,296 | $165,335+102.8% | $149,696+124.0% | $158,922+111.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.12% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,338 | $5,103+24.2% | $4,644+36.5% | $4,761+33.1% |
| Participant deferral / active EE | $10,277 | $7,181+43.1% | $6,842+50.2% | $5,982+71.8% |
| Admin fee / account holder | $10,669 | $10,807-1.3% | $9,309+14.6% | $11,246-5.1% |