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, LLC4 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,143 | $59,584-32.6% | $86,874-53.8% | $79,386-49.4% |
| Participation rate | 54.8% | 67.7%-12.9pp | 71.6%-16.8pp | 70.7%-15.9pp |
| Annual return | 18.66% | 23.15%-4.5pp | 63.52%-44.9pp | 116.85%-98.2pp |
| Employer contribution / active EE | $1,866 | $1,768+5.6% | $2,495-25.2% | $2,427-23.1% |
| Participant deferral / active EE | $2,683 | $3,036-11.6% | $3,699-27.5% | $4,046-33.7% |
| Admin fee / account holder | $257 | $604-57.5% | $5,828-95.6% | $626-59.0% |