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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,426 |
ODELL HICKS & COMPANY, LLC8+ years Filed as: ODELL, KEVIN S. Service code 49 5 N NEWTON ST · CLAXTON, GA 304171755 | Other Services | $1,091 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,393 | $73,867-54.8% | $143,757-76.8% | $68,494-51.2% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -13.35% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,252 | $3,384-33.5% | $5,637-60.0% | $4,027-44.1% |
| Admin fee / account holder | $24 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |