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 | $200 |
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 | $172,640 | $79,523+117.1% | $140,016+23.3% | $56,287+206.7% |
| Participation rate | 98.2% | 85.7%+12.5pp | 87.5%+10.7pp | 69.9%+28.3pp |
| Annual return | -5.16% | 2.39%-7.5pp | 651.12%-656.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $6,418 | $3,350+91.6% | $5,606+14.5% | $2,111+204.0% |
| Participant deferral / active EE | $6,072 | $5,129+18.4% | $6,927-12.3% | $3,350+81.3% |
| Admin fee / account holder | $1 | $614-99.9% | $10,705-100.0% | $521-99.8% |