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 15 · EIN 04-3516284 | Recordkeeping | $45,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,938 | $50,815+380.1% | $155,509+56.9% | $77,643+214.2% |
| Participation rate | 94.7% | 63.1%+31.6pp | 78.2%+16.6pp | 70.6%+24.2pp |
| Annual return | 14.91% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $9,608 | $1,993+382.2% | $4,672+105.6% | $2,726+252.5% |
| Participant deferral / active EE | $8,286 | $2,822+193.6% | $5,626+47.3% | $4,647+78.3% |
| Admin fee / account holder | $151 | $437-65.4% | $15,912-99.1% | $430-64.9% |