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 |
|---|---|---|
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $18,642 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,246 | $31,679+33.4% | $74,701-43.4% | $65,185-35.2% |
| Participation rate | 66.0% | 40.4%+25.7pp | 54.5%+11.5pp | 70.2%-4.2pp |
| Annual return | 18.46% | 39.04%-20.6pp | 752.92%-734.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $887 | $566+56.6% | $1,084-18.2% | $2,177-59.3% |
| Participant deferral / active EE | $2,487 | $1,191+108.9% | $1,964+26.7% | $3,514-29.2% |
| Admin fee / account holder | $134 | $379-64.5% | $3,333-96.0% | $847-84.1% |