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 INSTITUTIONAL PLAN SERVICES Service code 64 · EIN 04-3516284 | Recordkeeping Fees | $100 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,458 | $70,667+152.5% | $123,104+45.0% | $52,331+241.0% |
| Participation rate | 95.0% | 83.7%+11.3pp | 86.8%+8.2pp | 68.1%+26.9pp |
| Annual return | 0.26% | 6.23%-6.0pp | 13.22%-13.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $6,467 | $2,946+119.5% | $5,151+25.5% | $1,882+243.7% |
| Participant deferral / active EE | $6,234 | $4,493+38.8% | $6,230+0.1% | $3,022+106.3% |
| Admin fee / account holder | $0 | $506-99.9% | $9,015-100.0% | $592-99.9% |