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 FINANCIAL Service code 15 · EIN 71-0294708 | Recordkeeping | $8,330 |
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 | $45,141 | $44,473+1.5% | $76,523-41.0% | $55,725-19.0% |
| Participation rate | 95.9% | 51.0%+44.9pp | 68.0%+27.9pp | 70.9%+25.1pp |
| Annual return | -6.06% | -2.01%-4.0pp | -0.27%-5.8pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,449 | $1,101+31.5% | $2,647-45.3% | $2,078-30.3% |
| Participant deferral / active EE | $4,073 | $1,988+104.9% | $3,835+6.2% | $3,356+21.4% |
| Admin fee / account holder | $26 | $134-80.6% | $4,848-99.5% | $115-77.4% |