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 | $824,852 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,124 | $43,466-44.5% | $90,951-73.5% | $90,288-73.3% |
| Participation rate | 90.0% | 62.5%+27.6pp | 69.0%+21.0pp | 73.4%+16.7pp |
| Annual return | 11.85% | 25.26%-13.4pp | 134.60%-122.7pp | 53.97%-42.1pp |
| Employer contribution / active EE | $1,580 | $840+88.1% | $2,122-25.5% | $2,524-37.4% |
| Participant deferral / active EE | $2,296 | $2,138+7.4% | $3,373-31.9% | $4,232-45.8% |
| Admin fee / account holder | $129 | $92+40.1% | $5,959-97.8% | $114+12.9% |