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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,561 |
ODELL HICKS & COMPANY, LLC1+ years Filed as: ODELL, KEVIN S. Service code 49 5 N NEWTON ST · CLAXTON, GA 30417 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,153 | $46,360-47.9% | $147,614-83.6% | $52,331-53.8% |
| Participation rate | 68.7% | 64.9%+3.8pp | 84.6%-15.9pp | 68.1%+0.6pp |
| Annual return | 0.44% | 1.62%-1.2pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $976 | $2,258-56.8% | $4,895-80.1% | $3,022-67.7% |
| Admin fee / account holder | $22 | $766-97.1% | $11,611-99.8% | $592-96.2% |