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.3 years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $18,882 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,402 |
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 | $35,976 | $60,776-40.8% | $85,682-58.0% | $79,386-54.7% |
| Participation rate | 78.1% | 62.1%+16.0pp | 69.9%+8.2pp | 70.7%+7.4pp |
| Annual return | 18.42% | 16.57%+1.9pp | 21.49%-3.1pp | 116.85%-98.4pp |
| Employer contribution / active EE | $2,333 | $1,663+40.2% | $2,618-10.9% | $2,427-3.9% |
| Participant deferral / active EE | $4,355 | $2,919+49.2% | $3,923+11.0% | $4,046+7.7% |
| Admin fee / account holder | $135 | $438-69.2% | $6,873-98.0% | $626-78.4% |