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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $314,254 |
Filed as: INTELLICENTS INVESTMENTS 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 | $64,862 | $104,697-38.0% | $96,544-32.8% | $80,160-19.1% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.0%+21.0pp | 72.9%+24.0pp |
| Annual return | 18.87% | 21.78%-2.9pp | 25.84%-7.0pp | 40.38%-21.5pp |
| Employer contribution / active EE | $1,800 | $3,536-49.1% | $2,965-39.3% | $2,978-39.6% |
| Participant deferral / active EE | $3,624 | $6,188-41.4% | $4,851-25.3% | $5,017-27.8% |
| Admin fee / account holder | $134 | $107+25.8% | $8,252-98.4% | $145-7.4% |