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 1300 HALL BOULEVARD · BLOOMFIELD, CT 06002 | Advisory (Plan) | $5,472 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,755 |
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 | $115,763 | $63,764+81.5% | $81,930+41.3% | $79,858+45.0% |
| Participation rate | 91.2% | 67.5%+23.7pp | 72.0%+19.2pp | 69.6%+21.6pp |
| Annual return | 18.55% | 22.66%-4.1pp | 29.49%-10.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $8,084 | $1,795+350.3% | $4,310+87.6% | $2,471+227.2% |
| Participant deferral / active EE | $8,435 | $2,780+203.4% | $7,107+18.7% | $3,740+125.5% |
| Admin fee / account holder | $52 | $4,426-98.8% | $5,158-99.0% | $5,306-99.0% |