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 RETIREMENT INS. & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $25,868 |
CELERITY ADVISORS LLC4 years Service code 99 · EIN 82-2476384 | Other Fees | $19,742 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,504 | $63,745-30.2% | $98,442-54.8% | $79,386-43.9% |
| Participation rate | 51.7% | 69.9%-18.1pp | 73.3%-21.6pp | 70.7%-19.0pp |
| Annual return | 11.81% | 625.80%-614.0pp | 1492.73%-1480.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,969 | $2,557-23.0% | $2,960-33.5% | $2,427-18.9% |
| Participant deferral / active EE | $1,003 | $3,303-69.6% | $4,276-76.5% | $4,046-75.2% |
| Admin fee / account holder | $428 | $516-16.9% | $5,949-92.8% | $626-31.6% |