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.8+ years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $23,707 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,100 | $86,655+12.1% | $119,609-18.8% | $66,914+45.1% |
| Participation rate | 75.2% | 75.6%-0.4pp | 79.3%-4.1pp | 69.8%+5.4pp |
| Annual return | -15.21% | -8.00%-7.2pp | -14.97%-0.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,942 | $2,536-23.4% | $4,232-54.1% | $2,544-23.7% |
| Participant deferral / active EE | $3,177 | $4,358-27.1% | $5,602-43.3% | $4,237-25.0% |
| Admin fee / account holder | $292 | $755-61.3% | $10,323-97.2% | $593-50.7% |