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 RET SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $137,407 |
HOOKER & HOLCOMBE, INC.5 years Filed as: HOOKER & HOLCOMBE INV SERVICES Service code 27 · EIN 06-1461865 | Advisory (Plan) | $63,664 |
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 | $57,654 | $67,512-14.6% | $185,823-69.0% | $93,030-38.0% |
| Participation rate | 51.5% | 67.1%-15.6pp | 81.7%-30.2pp | 73.9%-22.4pp |
| Annual return | 14.26% | 21.04%-6.8pp | 122.05%-107.8pp | 158.70%-144.4pp |
| Employer contribution / active EE | $791 | $1,783-55.6% | $5,167-84.7% | $2,706-70.8% |
| Participant deferral / active EE | $2,522 | $3,035-16.9% | $5,568-54.7% | $4,562-44.7% |
| Admin fee / account holder | $197 | $318-38.0% | $16,237-98.8% | $152+29.9% |