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 CAPITAL1 year Filed as: ARKADIOS W Service code 26 · EIN 82-1659517 | Advisory (Participants) | $48,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,263 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,151 | $98,727+15.6% | $113,168+0.9% | $85,563+33.4% |
| Participation rate | 97.1% | 80.8%+16.3pp | 76.6%+20.6pp | 66.0%+31.2pp |
| Annual return | 20.23% | 17.43%+2.8pp | 24.27%-4.0pp | 31.51%-11.3pp |
| Employer contribution / active EE | $2,666 | $2,907-8.3% | $2,975-10.4% | $2,654+0.5% |
| Participant deferral / active EE | $9,900 | $5,424+82.5% | $5,107+93.9% | $4,375+126.3% |
| Admin fee / account holder | $263 | $357-26.2% | $12,068-97.8% | $834-68.4% |