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 9-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 | $851,302 |
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 | $17,446 | $32,284-46.0% | $74,550-76.6% | $68,904-74.7% |
| Participation rate | 83.4% | 58.1%+25.3pp | 69.1%+14.3pp | 74.1%+9.3pp |
| Annual return | -3.84% | -4.24%+0.4pp | 32.53%-36.4pp | 1.07%-4.9pp |
| Employer contribution / active EE | $1,105 | $782+41.3% | $1,961-43.6% | $2,540-56.5% |
| Participant deferral / active EE | $1,628 | $1,518+7.3% | $3,108-47.6% | $4,015-59.5% |
| Admin fee / account holder | $108 | $72+50.1% | $5,060-97.9% | $71+51.9% |