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 LLC5 years Service code 99 · EIN 82-2476384 | Other Fees | $18,120 |
THE ALLOCATION COMPANY1 year Service code 99 · EIN 76-0354750 800 TOWN AND COUNTRY BLVD 5TH FLOOR · HOUSTON, TX 77024 | Other Fees | $2,950 |
Filed as: VOYA RETIREMENT INS. & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,750 |
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.)
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 | $39,404 | $51,197-23.0% | $82,719-52.4% | $66,914-41.1% |
| Participation rate | 51.2% | 67.8%-16.6pp | 72.6%-21.4pp | 69.8%-18.6pp |
| Annual return | -15.80% | -9.64%-6.2pp | 701.18%-717.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,193 | $2,611-16.0% | $3,009-27.1% | $2,544-13.8% |
| Participant deferral / active EE | $1,065 | $3,458-69.2% | $4,395-75.8% | $4,237-74.9% |
| Admin fee / account holder | $480 | $416+15.5% | $5,329-91.0% | $593-19.1% |