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 |
|---|---|---|
CELERITY ADVISORS LLC2 years Service code 99 · EIN 82-2476384 | Other Fees | $15,048 |
Filed as: VOYA RETIREMENT INS. & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,132 | $51,620-37.8% | $90,281-64.4% | $65,185-50.7% |
| Participation rate | 63.6% | 68.6%-5.0pp | 73.3%-9.7pp | 70.2%-6.6pp |
| Annual return | 18.20% | 24.94%-6.7pp | 78.10%-59.9pp | 29.38%-11.2pp |
| Employer contribution / active EE | $2,256 | $2,235+0.9% | $2,854-21.0% | $2,177+3.6% |
| Participant deferral / active EE | $1,013 | $2,871-64.7% | $3,885-73.9% | $3,514-71.2% |
| Admin fee / account holder | $281 | $384-27.0% | $5,351-94.8% | $847-66.9% |