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 SERVICESLLC Service code 26 · EIN 04-3516284 | Advisory (Participants) | $7,564 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,464 | $71,802+233.5% | $133,980+78.7% | $57,658+315.3% |
| Participation rate | 99.1% | 85.5%+13.7pp | 87.1%+12.1pp | 70.2%+28.9pp |
| Annual return | 11.09% | 13.51%-2.4pp | 29.30%-18.2pp | 5.13%+6.0pp |
| Employer contribution / active EE | $9,280 | $3,161+193.5% | $5,211+78.1% | $1,974+370.2% |
| Participant deferral / active EE | $10,081 | $4,606+118.9% | $6,282+60.5% | $3,061+229.4% |
| Admin fee / account holder | $23 | $88-73.3% | $9,324-99.7% | $95-75.2% |