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.2 years Filed as: HOOKER AND HOLCOMBE INVT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $43,779 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $25,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,699 | $40,522+74.5% | $84,611-16.4% | $67,579+4.6% |
| Participation rate | 62.8% | 51.1%+11.7pp | 68.2%-5.5pp | 71.3%-8.5pp |
| Annual return | 22.10% | 32.72%-10.6pp | 258.74%-236.6pp | 378.56%-356.5pp |
| Employer contribution / active EE | $624 | $1,146-45.6% | $2,652-76.5% | $2,148-70.9% |
| Participant deferral / active EE | $3,172 | $2,132+48.8% | $3,899-18.6% | $3,539-10.4% |
| Admin fee / account holder | $51 | $145-64.7% | $4,912-99.0% | $142-63.9% |