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 | $103,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,134 | $34,495+190.3% | $78,689+27.3% | $63,975+56.5% |
| Participation rate | 69.4% | 60.8%+8.6pp | 73.6%-4.1pp | 71.1%-1.7pp |
| Annual return | 8.47% | 11.62%-3.2pp | 62.18%-53.7pp | 48.65%-40.2pp |
| Employer contribution / active EE | $2,917 | $1,398+108.7% | $2,851+2.3% | $2,182+33.7% |
| Participant deferral / active EE | $4,499 | $2,100+114.2% | $3,517+27.9% | $3,356+34.0% |
| Admin fee / account holder | $79 | $68+16.3% | $4,510-98.2% | $70+12.3% |