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 INV ADVISORS, INC Service code 16 1300 HALL BOULEVARD · BLOOMFIELD, CT 06002 | Consulting | $20,665 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $16,000 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,592 | $58,927+69.0% | $76,817+29.6% | $72,985+36.5% |
| Participation rate | 90.7% | 67.3%+23.4pp | 72.1%+18.6pp | 69.5%+21.2pp |
| Annual return | 21.40% | 2305.64%-2284.2pp | 1166.11%-1144.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $4,135 | $1,787+131.4% | $2,302+79.6% | $2,440+69.5% |
| Participant deferral / active EE | $6,347 | $2,690+135.9% | $3,336+90.3% | $3,607+76.0% |
| Admin fee / account holder | $324 | $4,013-91.9% | $6,420-95.0% | $5,124-93.7% |