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, LLC5 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,920 | $50,199-36.4% | $70,092-54.5% | $66,914-52.3% |
| Participation rate | 62.1% | 66.3%-4.2pp | 70.5%-8.3pp | 69.8%-7.7pp |
| Annual return | -22.63% | -13.85%-8.8pp | 190.73%-213.4pp | 1.58%-24.2pp |
| Employer contribution / active EE | $1,827 | $1,864-2.0% | $2,559-28.6% | $2,544-28.2% |
| Participant deferral / active EE | $2,922 | $3,112-6.1% | $3,849-24.1% | $4,237-31.0% |
| Admin fee / account holder | $293 | $600-51.2% | $6,267-95.3% | $593-50.7% |