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 8-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 |
|---|---|---|
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $10,448 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,551 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,514 | $47,922-53.0% | $75,886-70.3% | $65,185-65.5% |
| Participation rate | 93.2% | 63.0%+30.2pp | 69.3%+23.9pp | 70.2%+23.0pp |
| Annual return | 27.16% | 24.12%+3.0pp | 30.76%-3.6pp | 29.38%-2.2pp |
| Employer contribution / active EE | $2,190 | $1,557+40.6% | $2,500-12.4% | $2,177+0.6% |
| Participant deferral / active EE | $4,131 | $2,550+62.0% | $3,603+14.7% | $3,514+17.6% |
| Admin fee / account holder | $95 | $532-82.1% | $5,418-98.2% | $847-88.8% |