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.6 years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $14,694 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,221 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,407 | $27,839+55.9% | $58,482-25.8% | $71,457-39.3% |
| Participation rate | 56.9% | 34.5%+22.4pp | 50.9%+6.0pp | 67.9%-11.0pp |
| Annual return | 13.00% | 26.81%-13.8pp | 4239.32%-4226.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,128 | $631+78.9% | $1,053+7.1% | $2,588-56.4% |
| Participant deferral / active EE | $2,997 | $1,206+148.5% | $1,924+55.8% | $4,289-30.1% |
| Admin fee / account holder | $168 | $1,641-89.8% | $2,516-93.3% | $1,587-89.4% |