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 INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,956 | $71,192-13.0% | $117,854-47.4% | $62,292-0.5% |
| Participation rate | 68.9% | 74.2%-5.3pp | 79.7%-10.7pp | 69.5%-0.6pp |
| Annual return | 16.50% | 18.66%-2.2pp | 335.08%-318.6pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,490 | $1,934-22.9% | $3,786-60.6% | $2,042-27.0% |
| Participant deferral / active EE | $2,220 | $3,189-30.4% | $4,482-50.5% | $3,169-29.9% |
| Admin fee / account holder | $189 | $587-67.9% | $8,020-97.6% | $479-60.7% |