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 | $556,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,648 | $144,996+57.7% | $111,297+105.4% | $93,030+145.8% |
| Participation rate | 97.8% | 86.2%+11.6pp | 77.3%+20.5pp | 73.9%+23.9pp |
| Annual return | 15.06% | 18.26%-3.2pp | 54.65%-39.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $6,113 | $3,056+100.0% | $2,731+123.8% | $2,706+125.9% |
| Participant deferral / active EE | $10,238 | $5,587+83.2% | $4,487+128.2% | $4,562+124.4% |
| Admin fee / account holder | $244 | $103+135.4% | $7,964-96.9% | $152+60.6% |