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 300 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $349,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,180 | $176,491+24.8% | $95,952+129.5% | $90,288+143.9% |
| Participation rate | 97.4% | 86.6%+10.8pp | 77.1%+20.3pp | 73.4%+24.0pp |
| Annual return | 16.17% | 20.14%-4.0pp | 91.61%-75.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $5,558 | $2,789+99.3% | $2,541+118.7% | $2,524+120.2% |
| Participant deferral / active EE | $9,603 | $5,340+79.8% | $4,167+130.5% | $4,232+126.9% |
| Admin fee / account holder | $167 | $154+8.7% | $6,795-97.5% | $114+46.8% |