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, LLC3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,462 | $54,590-42.4% | $81,930-61.6% | $73,488-57.2% |
| Participation rate | 56.3% | 68.3%-12.1pp | 72.0%-15.7pp | 70.7%-14.4pp |
| Annual return | 21.12% | 17.74%+3.4pp | 29.49%-8.4pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,646 | $1,636+0.6% | $4,310-61.8% | $2,270-27.5% |
| Participant deferral / active EE | $2,477 | $2,759-10.2% | $7,107-65.1% | $3,740-33.7% |
| Admin fee / account holder | $186 | $592-68.6% | $5,158-96.4% | $513-63.7% |