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 |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.10+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $622,398 |
FIRST HAWAIIAN BANK10+ years Service code 28 · EIN 99-0034327 | Investment Management | $242,481 |
ATLANTA CAPITAL MANAGEMENT10+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $212,810 |
Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $204,836 |
Service code 28 · EIN 91-1042342 | Investment Management | $117,231 |
BUCKINGHAM STRATEGIC PARTNERS10+ years Filed as: FOCUS INVESTMENT ADVISOR Service code 28 · EIN 81-1193503 | Investment Management | $109,427 |
SUSTAINABLE GROWTH ADVISORS6 years Service code 28 · EIN 05-0571266 | Investment Management | $79,195 |
YOSHIDA & ASSOCIATES10+ years Service code 29 · EIN 99-0337282 | Legal | $68,406 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Service code 16 · EIN 99-0114097 | Consulting | $25,419 |
CENTRAL PACIFIC BANK10+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $21,258 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,570 | $160,882-70.4% | $200,582-76.3% | $102,872-53.8% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 4.41% | 18.15%-13.7pp | 42.33%-37.9pp | 19.06%-14.7pp |
| Employer contribution / active EE | $4,546 | $5,602-18.9% | $6,419-29.2% | $3,526+28.9% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $286 | $125+128.9% | $16,305-98.2% | $292-2.2% |