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 | $38,301 |
Service code 16 · EIN 39-1897480 | Consulting | $29,439 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $9,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,246 | $53,136-16.7% | $155,509-71.5% | $199,593-77.8% |
| Participation rate | 87.6% | 64.1%+23.5pp | 78.2%+9.4pp | 72.0%+15.6pp |
| Annual return | 15.74% | 41.15%-25.4pp | 64.67%-48.9pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,858 | $1,851+54.4% | $4,672-38.8% | $3,034-5.8% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $55 | $185-70.3% | $15,912-99.7% | $269-79.5% |