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 INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $22,391 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,482 | $81,474+19.6% | $133,956-27.2% | $73,488+32.6% |
| Participation rate | 70.4% | 76.4%-5.9pp | 79.8%-9.4pp | 70.7%-0.3pp |
| Annual return | 14.31% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,829 | $2,209-17.2% | $3,919-53.3% | $2,270-19.4% |
| Participant deferral / active EE | $3,127 | $3,786-17.4% | $5,048-38.0% | $3,740-16.4% |
| Admin fee / account holder | $244 | $713-65.9% | $8,927-97.3% | $513-52.5% |