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.6 years Filed as: HOOKER & HOLCOMBE RET SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $144,453 |
HOOKER & HOLCOMBE, INC.6 years Filed as: HOOKER & HOLCOMBE INV SERVICES Service code 27 · EIN 06-1461865 | Advisory (Plan) | $60,840 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $7,875 |
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 | $48,534 | $45,000+7.9% | $143,757-66.2% | $77,904-37.7% |
| Participation rate | 46.1% | 66.8%-20.7pp | 80.3%-34.2pp | 73.7%-27.6pp |
| Annual return | -16.21% | 29.03%-45.2pp | -0.04%-16.2pp | 12.21%-28.4pp |
| Employer contribution / active EE | $773 | $1,870-58.6% | $4,951-84.4% | $2,848-72.8% |
| Participant deferral / active EE | $2,401 | $3,157-23.9% | $5,637-57.4% | $4,806-50.0% |
| Admin fee / account holder | $214 | $98+117.5% | $14,673-98.5% | $133+61.5% |