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 RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $63,204 |
CHARLES SCHWAB & CO., INC.2 years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
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 | $35,010 | $46,173-24.2% | $170,442-79.5% | $69,631-49.7% |
| Participation rate | 77.0% | 63.9%+13.1pp | 83.6%-6.6pp | 70.7%+6.3pp |
| Annual return | 16.07% | 21.62%-5.6pp | 205.93%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $630 | $1,610-60.9% | $5,433-88.4% | $2,032-69.0% |
| Participant deferral / active EE | $1,658 | $2,080-20.3% | $4,939-66.4% | $3,224-48.6% |
| Admin fee / account holder | $204 | $116+76.3% | $13,880-98.5% | $110+85.1% |