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 HOLDINGS, INC. Service code 15 · EIN 02-0488491 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $663,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,405 | $144,996+13.4% | $111,297+47.7% | $93,030+76.7% |
| Participation rate | 98.1% | 86.2%+11.9pp | 77.3%+20.8pp | 73.9%+24.2pp |
| Annual return | 12.00% | 18.26%-6.3pp | 54.65%-42.6pp | 158.70%-146.7pp |
| Employer contribution / active EE | $5,561 | $3,056+82.0% | $2,731+103.6% | $2,706+105.5% |
| Participant deferral / active EE | $8,278 | $5,587+48.2% | $4,487+84.5% | $4,562+81.4% |
| Admin fee / account holder | $344 | $103+232.7% | $7,964-95.7% | $152+127.0% |