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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,670 |
ODELL HICKS & COMPANY, LLC5+ years Filed as: ODELL, KEVIN S. Service code 49 5 N NEWTON ST · CLAXTON, GA 304171755 | Other Services | $0 |
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 | $43,158 | $52,953-18.5% | $172,739-75.0% | $65,185-33.8% |
| Participation rate | 73.0% | 66.2%+6.8pp | 82.6%-9.6pp | 70.2%+2.8pp |
| Annual return | 18.75% | 30.12%-11.4pp | 802.84%-784.1pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,805 | $2,471-27.0% | $5,198-65.3% | $3,514-48.6% |
| Admin fee / account holder | $33 | $472-93.1% | $13,954-99.8% | $847-96.2% |