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 LLC3 years Service code 99 · EIN 82-2476384 | Other Fees | $16,316 |
Filed as: VOYA RETIREMENT INS. & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,459 | $66,124-41.8% | $90,404-57.5% | $73,488-47.7% |
| Participation rate | 54.3% | 69.7%-15.4pp | 72.7%-18.4pp | 70.7%-16.4pp |
| Annual return | 13.26% | 17.65%-4.4pp | 1293.02%-1279.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,747 | $2,346-25.5% | $3,262-46.4% | $2,270-23.0% |
| Participant deferral / active EE | $894 | $3,039-70.6% | $3,963-77.5% | $3,740-76.1% |
| Admin fee / account holder | $341 | $396-14.0% | $5,611-93.9% | $513-33.6% |