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 10-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 49 · EIN 04-3516284 | Other Services | $37,086 |
Service code 16 · EIN 39-1897480 | Consulting | $24,901 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,939 | $67,512-37.9% | $185,823-77.4% | $93,030-54.9% |
| Participation rate | 78.5% | 67.1%+11.4pp | 81.7%-3.2pp | 73.9%+4.6pp |
| Annual return | 15.45% | 21.04%-5.6pp | 122.05%-106.6pp | 158.70%-143.2pp |
| Employer contribution / active EE | $2,304 | $1,783+29.2% | $5,167-55.4% | $2,706-14.8% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $53 | $318-83.3% | $16,237-99.7% | $152-64.9% |