See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.7+ years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $23,031 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,854 | $93,182+16.8% | $146,665-25.8% | $79,386+37.1% |
| Participation rate | 75.6% | 76.4%-0.9pp | 80.1%-4.5pp | 70.7%+4.9pp |
| Annual return | 12.46% | 21.61%-9.1pp | 22.74%-10.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,124 | $2,420-12.2% | $4,136-48.7% | $2,427-12.5% |
| Participant deferral / active EE | $3,494 | $4,169-16.2% | $5,506-36.5% | $4,046-13.6% |
| Admin fee / account holder | $251 | $585-57.0% | $10,280-97.6% | $626-59.9% |