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.5 years Filed as: HOOKER AND HOLCOMBE INVT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $47,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,124 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $16,275 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,887 | $34,677+113.1% | $77,024-4.1% | $64,808+14.0% |
| Participation rate | 61.5% | 49.8%+11.7pp | 67.9%-6.4pp | 71.5%-10.0pp |
| Annual return | -15.53% | -5.33%-10.2pp | 42.32%-57.8pp | 32.82%-48.4pp |
| Employer contribution / active EE | $824 | $1,370-39.9% | $2,812-70.7% | $2,506-67.1% |
| Participant deferral / active EE | $3,879 | $2,556+51.7% | $4,426-12.4% | $4,310-10.0% |
| Admin fee / account holder | $136 | $179-23.7% | $5,425-97.5% | $188-27.4% |