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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,315 | $86,897+109.8% | $151,611+20.3% | $64,808+181.3% |
| Participation rate | 95.5% | 87.3%+8.2pp | 87.5%+8.0pp | 71.5%+24.0pp |
| Annual return | -15.37% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $5,830 | $4,010+45.4% | $6,166-5.5% | $2,506+132.7% |
| Participant deferral / active EE | $7,216 | $6,690+7.9% | $8,363-13.7% | $4,310+67.4% |
| Admin fee / account holder | $1 | $153-99.6% | $11,616-100.0% | $188-99.7% |