See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ARKADIOS CAPITAL3 years Filed as: ARKADIOS WEALTH Service code 99 · EIN 82-1659517 | Other Fees | $27,848 |
Filed as: VOYA Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,412 |
Service code 49 | Other Services | $3,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,677 | $101,317-36.2% | $146,958-56.0% | $74,495-13.2% |
| Participation rate | 82.7% | 75.5%+7.2pp | 82.2%+0.5pp | 67.2%+15.5pp |
| Annual return | 16.06% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $4,123 | $3,810+8.2% | $4,933-16.4% | $2,623+57.2% |
| Participant deferral / active EE | $8,895 | $7,303+21.8% | $8,070+10.2% | $4,346+104.7% |
| Admin fee / account holder | $53 | $1,739-97.0% | $12,998-99.6% | $1,942-97.3% |