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.4+ years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $21,218 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,535 |
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 | $64,602 | $66,302-2.6% | $110,238-41.4% | $56,287+14.8% |
| Participation rate | 69.9% | 74.9%-5.0pp | 79.8%-9.9pp | 69.9%0pp |
| Annual return | -2.11% | -1.18%-0.9pp | 314.74%-316.9pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,704 | $2,047-16.8% | $3,826-55.5% | $2,111-19.3% |
| Participant deferral / active EE | $2,632 | $3,381-22.2% | $4,672-43.7% | $3,350-21.4% |
| Admin fee / account holder | $215 | $698-69.2% | $8,547-97.5% | $521-58.7% |