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 | $32,132 |
Service code 16 · EIN 39-1897480 | Consulting | $28,570 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $7,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,655 | $50,127-24.9% | $149,673-74.8% | $80,160-53.0% |
| Participation rate | 88.8% | 64.3%+24.5pp | 78.8%+10.0pp | 72.9%+15.8pp |
| Annual return | 16.14% | 29.82%-13.7pp | 134.42%-118.3pp | 40.38%-24.2pp |
| Employer contribution / active EE | $2,702 | $1,865+44.9% | $4,818-43.9% | $2,978-9.3% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $48 | $153-68.2% | $13,210-99.6% | $145-66.5% |