See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $314,991 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $96,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,501 | $130,141-58.1% | $86,677-37.1% | $77,904-30.0% |
| Participation rate | 96.8% | 85.9%+10.9pp | 76.6%+20.2pp | 73.7%+23.1pp |
| Annual return | -16.86% | -12.75%-4.1pp | 35.91%-52.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $1,683 | $3,220-47.7% | $2,836-40.7% | $2,848-40.9% |
| Participant deferral / active EE | $3,455 | $5,757-40.0% | $4,656-25.8% | $4,806-28.1% |
| Admin fee / account holder | $134 | $132+1.9% | $7,493-98.2% | $133+1.3% |