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.4 years Filed as: HOOKER & HOLCOMBE RET SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $109,978 |
HOOKER & HOLCOMBE, INC.4 years Filed as: HOOKER & HOLCOMBE INV SERVICES Service code 27 · EIN 06-1461865 | Advisory (Plan) | $49,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,588 | $56,095-11.6% | $178,490-72.2% | $90,288-45.1% |
| Participation rate | 57.9% | 65.6%-7.7pp | 81.9%-24.0pp | 73.4%-15.5pp |
| Annual return | 15.47% | 28.81%-13.3pp | 151.07%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $818 | $1,572-48.0% | $5,011-83.7% | $2,524-67.6% |
| Participant deferral / active EE | $2,460 | $2,669-7.8% | $5,202-52.7% | $4,232-41.9% |
| Admin fee / account holder | $157 | $101+55.7% | $13,984-98.9% | $114+37.4% |