Filed March 11, 2025
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 37 · EIN 04-3516284 | Loan Processing | $494,619 |
Service code 70 · EIN 14-1764768 | Consulting Fees | $225,000 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $171,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,848 | $67,679-26.3% | $155,509-67.9% | $99,062-49.7% |
| Participation rate | 87.5% | 67.2%+20.3pp | 78.2%+9.3pp | 71.6%+15.9pp |
| Annual return | 14.89% | 16.16%-1.3pp | 64.67%-49.8pp | 17.66%-2.8pp |
| Employer contribution / active EE | $1,398 | $2,268-38.4% | $4,672-70.1% | $3,262-57.2% |
| Participant deferral / active EE | $4,133 | $3,828+7.9% | $5,626-26.5% | $5,331-22.5% |
| Admin fee / account holder | $123 | $94+31.5% | $15,912-99.2% | $109+13.1% |