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 |
|---|---|---|
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,582 |
Filed as: PREFERRED PRODUCT NETWORK, INC. Service code 55 | Other Commissions | $9,681 |
Filed as: PREFERRED PRODUCTS NETWORK, INC. Service code 55 ATTN PRINCOR COMMISSIONS · DES MOINES, IA 50392 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,591 | $71,883-8.8% | $86,677-24.3% | $68,494-4.2% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -13.32% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $547 | $2,173-74.8% | $2,836-80.7% | $2,596-78.9% |
| Participant deferral / active EE | $2,680 | $3,779-29.1% | $4,656-42.4% | $4,027-33.5% |
| Admin fee / account holder | $310 | $6,112-94.9% | $7,493-95.9% | $5,403-94.3% |