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.1+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 37 · EIN 20-0346540 | Loan Processing | $27,553 |
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 | $24,558 | $37,039-33.7% | $147,614-83.4% | $59,188-58.5% |
| Participation rate | 94.8% | 63.8%+31.0pp | 84.6%+10.2pp | 69.4%+25.4pp |
| Annual return | -0.53% | 7.19%-7.7pp | 61.98%-62.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $855 | $1,353-36.8% | $5,564-84.6% | $2,098-59.2% |
| Participant deferral / active EE | $2,407 | $2,094+15.0% | $4,895-50.8% | $3,265-26.3% |
| Admin fee / account holder | $24 | $60-60.3% | $11,611-99.8% | $92-74.1% |