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 | $608,428 |
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 | $33,720 | $48,166-30.0% | $96,562-65.1% | $93,030-63.8% |
| Participation rate | 89.9% | 65.1%+24.8pp | 69.8%+20.0pp | 73.9%+16.0pp |
| Annual return | 10.45% | 21.31%-10.9pp | 37.78%-27.3pp | 158.70%-148.3pp |
| Employer contribution / active EE | $3,490 | $1,070+226.2% | $2,356+48.1% | $2,706+29.0% |
| Participant deferral / active EE | $5,461 | $2,576+112.0% | $3,849+41.9% | $4,562+19.7% |
| Admin fee / account holder | $142 | $110+28.8% | $6,181-97.7% | $152-6.4% |