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 |
|---|---|---|
ARK ADVISORS, LLC1 year Service code 55 · EIN 46-2252312 | Other Commissions | $0 |
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 | $17,855 | $43,504-59.0% | $68,793-74.0% | $56,287-68.3% |
| Participation rate | 48.3% | 67.8%-19.6pp | 72.2%-24.0pp | 69.9%-21.6pp |
| Annual return | -1.41% | -3.15%+1.7pp | -4.63%+3.2pp | -9.96%+8.5pp |
| Employer contribution / active EE | $1,104 | $1,525-27.6% | $2,625-58.0% | $2,111-47.7% |
| Participant deferral / active EE | $1,662 | $2,509-33.8% | $3,311-49.8% | $3,350-50.4% |
| Admin fee / account holder | $137 | $515-73.3% | $5,131-97.3% | $521-73.6% |