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.5 years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $25,387 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,066 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,155 | $26,549+77.6% | $61,373-23.2% | $66,914-29.5% |
| Participation rate | 64.8% | 38.1%+26.7pp | 52.6%+12.2pp | 69.8%-5.0pp |
| Annual return | -14.73% | -16.21%+1.5pp | 338.61%-353.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,239 | $651+90.1% | $1,159+6.8% | $2,544-51.3% |
| Participant deferral / active EE | $3,539 | $1,338+164.5% | $2,125+66.6% | $4,237-16.5% |
| Admin fee / account holder | $169 | $409-58.6% | $2,130-92.1% | $593-71.5% |