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 CAPITAL2 years Filed as: ARKADIOS WEALTH Service code 99 · EIN 82-1659517 | Other Fees | $21,497 |
Filed as: VOYA Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,389 |
Service code 49 | Other Services | $2,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,784 | $91,407-49.9% | $135,903-66.3% | $71,457-35.9% |
| Participation rate | 86.2% | 75.7%+10.6pp | 81.9%+4.3pp | 67.9%+18.3pp |
| Annual return | 23.74% | 29.90%-6.2pp | 68.23%-44.5pp | 28.85%-5.1pp |
| Employer contribution / active EE | $3,678 | $3,703-0.7% | $4,856-24.3% | $2,588+42.2% |
| Participant deferral / active EE | $7,573 | $7,092+6.8% | $7,758-2.4% | $4,289+76.6% |
| Admin fee / account holder | $27 | $1,266-97.8% | $10,762-99.7% | $1,587-98.3% |