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 | $486,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,152 | $130,141+40.0% | $86,677+110.2% | $77,904+133.8% |
| Participation rate | 96.1% | 85.9%+10.2pp | 76.6%+19.5pp | 73.7%+22.4pp |
| Annual return | -13.09% | -12.75%-0.3pp | 35.91%-49.0pp | 12.21%-25.3pp |
| Employer contribution / active EE | $6,123 | $3,220+90.1% | $2,836+115.9% | $2,848+115.0% |
| Participant deferral / active EE | $9,653 | $5,757+67.7% | $4,656+107.3% | $4,806+100.9% |
| Admin fee / account holder | $195 | $132+47.9% | $7,493-97.4% | $133+47.1% |