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 INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $16,126 |
WHITTLESEY PC3 years Filed as: WHITTLESEY & HADLEY P.C. Service code 10 · EIN 06-0903326 | Accounting | $6,349 |
Service code 49 · EIN 04-1590850 | Other Services | $3,003 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,460 | $66,310+68.1% | $93,606+19.1% | $65,185+71.0% |
| Participation rate | 81.1% | 74.0%+7.1pp | 75.8%+5.3pp | 70.2%+10.9pp |
| Annual return | 12.78% | 42.58%-29.8pp | 32.76%-20.0pp | 29.38%-16.6pp |
| Employer contribution / active EE | $795 | $2,012-60.5% | $2,718-70.7% | $2,177-63.5% |
| Participant deferral / active EE | $3,220 | $3,342-3.7% | $4,069-20.9% | $3,514-8.4% |
| Admin fee / account holder | $20 | $6,897-99.7% | $7,888-99.8% | $847-97.7% |