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 | $1,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,588 | $37,039-47.1% | $147,614-86.7% | $59,188-66.9% |
| Participation rate | 3.9% | 63.8%-59.9pp | 84.6%-80.7pp | 69.4%-65.5pp |
| Annual return | 0.06% | 7.19%-7.1pp | 61.98%-61.9pp | 5.51%-5.4pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $238 | $2,094-88.6% | $4,895-95.1% | $3,265-92.7% |
| Admin fee / account holder | $32 | $60-47.5% | $11,611-99.7% | $92-65.7% |