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 AND HOLCOMBE INVT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $32,424 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $16,391 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK,LLP Service code 10 · EIN 22-1478099 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,761 |
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 | $85,921 | $40,385+112.8% | $80,569+6.6% | $74,419+15.5% |
| Participation rate | 62.8% | 47.4%+15.4pp | 67.0%-4.2pp | 70.7%-8.0pp |
| Annual return | 16.54% | 164.85%-148.3pp | 935.43%-918.9pp | 34.38%-17.8pp |
| Employer contribution / active EE | $993 | $1,496-33.7% | $2,723-63.6% | $2,637-62.4% |
| Participant deferral / active EE | $4,069 | $2,674+52.2% | $4,447-8.5% | $4,528-10.1% |
| Admin fee / account holder | $113 | $720-84.3% | $5,377-97.9% | $348-67.6% |