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.3 years Filed as: HOOKER & HOLCOMBE RET SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $107,604 |
HOOKER & HOLCOMBE, INC.3 years Filed as: HOOKER & HOLCOMBE INV SERVICES Service code 27 · EIN 06-1461865 | Advisory (Plan) | $45,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,108 | $47,456-11.3% | $172,739-75.6% | $77,787-45.9% |
| Participation rate | 52.8% | 66.3%-13.5pp | 82.6%-29.8pp | 73.2%-20.4pp |
| Annual return | 21.25% | 35.57%-14.3pp | 802.84%-781.6pp | 32.57%-11.3pp |
| Employer contribution / active EE | $841 | $1,574-46.6% | $5,143-83.7% | $2,504-66.4% |
| Participant deferral / active EE | $2,458 | $2,560-4.0% | $5,198-52.7% | $3,967-38.0% |
| Admin fee / account holder | $150 | $81+85.3% | $13,954-98.9% | $100+49.7% |