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 4-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 | $53,858 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $41,126 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,612 | $185,342-57.6% | $111,297-29.4% | $86,799-9.4% |
| Participation rate | 95.1% | 81.0%+14.1pp | 77.3%+17.8pp | 72.3%+22.8pp |
| Annual return | 0.00% | 500.80%-500.8pp | 54.65%-54.7pp | 97.91%-97.9pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,381 | $4,458-46.6% | $4,487-46.9% | $4,131-42.4% |
| Admin fee / account holder | $216 | $255-15.3% | $7,964-97.3% | $170+27.6% |