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 |
|---|---|---|
ARKADIOS CAPITAL3 years Filed as: ARKADIOS WEALTH Service code 26 · EIN 82-1659517 | Advisory (Participants) | $50,125 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $45,854 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $25,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,388 | $99,078-18.9% | $96,544-16.7% | $74,419+8.0% |
| Participation rate | 97.8% | 80.7%+17.2pp | 76.0%+21.9pp | 70.7%+27.1pp |
| Annual return | 19.37% | 22.48%-3.1pp | 25.84%-6.5pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,979 | $2,570+15.9% | $2,965+0.5% | $2,637+12.9% |
| Participant deferral / active EE | $8,666 | $4,933+75.7% | $4,851+78.6% | $4,528+91.4% |
| Admin fee / account holder | $251 | $225+11.8% | $8,252-97.0% | $348-27.8% |