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 9-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.1 year Filed as: HOOKER & HOLCOMBE INVEST. ADV. INC. Service code 27 · EIN 06-1461865 | Advisory (Plan) | $10,994 |
Service code 49 · EIN 04-1590850 | Other Services | $1,810 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $990 |
ALLIANZ GLOBAL INVESTORS2+ years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2+ years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2+ years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
OPPENHEIMER2+ years Service code 52 · EIN 13-3035629 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
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 | $92,945 | $54,726+69.8% | $68,793+35.1% | $64,186+44.8% |
| Participation rate | 91.9% | 68.0%+23.9pp | 72.2%+19.7pp | 69.6%+22.3pp |
| Annual return | -2.64% | -1.62%-1.0pp | -4.63%+2.0pp | 7.63%-10.3pp |
| Employer contribution / active EE | $9,081 | $1,846+391.9% | $2,625+245.9% | $2,381+281.4% |
| Participant deferral / active EE | $7,373 | $2,626+180.7% | $3,311+122.7% | $3,470+112.5% |
| Admin fee / account holder | $21 | $4,027-99.5% | $5,131-99.6% | $4,888-99.6% |