See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $462,293 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $90,099 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,007 | $63,321-19.4% | $68,791-25.9% | $77,904-34.5% |
| Participation rate | 82.6% | 71.1%+11.5pp | 69.0%+13.6pp | 73.7%+8.9pp |
| Annual return | -22.74% | -6.50%-16.2pp | -6.38%-16.4pp | 12.21%-34.9pp |
| Employer contribution / active EE | $4,611 | $2,794+65.1% | $2,655+73.7% | $2,848+61.9% |
| Participant deferral / active EE | $5,666 | $4,029+40.6% | $3,941+43.8% | $4,806+17.9% |
| Admin fee / account holder | $227 | $104+117.4% | $4,932-95.4% | $133+71.0% |