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 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $696,519 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,503 | $122,186+168.0% | $146,958+122.9% | $199,593+64.1% |
| Participation rate | 97.7% | 78.3%+19.4pp | 82.2%+15.5pp | 72.0%+25.7pp |
| Annual return | 12.65% | 30.56%-17.9pp | 418.34%-405.7pp | 34.25%-21.6pp |
| Employer contribution / active EE | $12,201 | $4,093+198.1% | $4,933+147.3% | $3,034+302.1% |
| Participant deferral / active EE | $17,504 | $8,502+105.9% | $8,070+116.9% | $5,087+244.1% |
| Admin fee / account holder | $270 | $179+51.3% | $12,998-97.9% | $269+0.6% |