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, LLC2 years 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 | $23,532 | $50,666-53.6% | $76,817-69.4% | $65,185-63.9% |
| Participation rate | 59.1% | 68.8%-9.7pp | 72.1%-13.0pp | 70.2%-11.1pp |
| Annual return | 24.02% | 28.51%-4.5pp | 1166.11%-1142.1pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,181 | $1,575-25.0% | $2,302-48.7% | $2,177-45.7% |
| Participant deferral / active EE | $1,799 | $2,647-32.0% | $3,336-46.1% | $3,514-48.8% |
| Admin fee / account holder | $155 | $463-66.5% | $6,420-97.6% | $847-81.7% |