Filed April 5, 2021 (most recent of 5 filings on file)
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 SVCS LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $657,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,523 | $103,975+51.5% | $96,707+62.9% | $103,975+51.5% |
| Participation rate | 96.7% | 72.5%+24.2pp | 80.4%+16.4pp | 72.5%+24.2pp |
| Annual return | 12.62% | 19.41%-6.8pp | 34.78%-22.2pp | 19.41%-6.8pp |
| Employer contribution / active EE | $3,098 | $3,722-16.8% | $4,191-26.1% | $3,722-16.8% |
| Participant deferral / active EE | $8,002 | $5,343+49.8% | $5,997+33.4% | $5,343+49.8% |
| Admin fee / account holder | $197 | $332-40.8% | $7,503-97.4% | $332-40.8% |