Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-3212262 | Advisory (Plan) | $8,816 |
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $6,712 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,014 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 · EIN 36-4917989 | Advisory (Plan) | $2,515 |
WITHUMSMITH+BROWN, PC5 years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 15 · EIN 01-0723685 | Recordkeeping | $43 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,602 | $51,223-65.6% | $82,763-78.7% | $66,949-73.7% |
| Participation rate | 91.2% | 67.9%+23.3pp | 72.6%+18.6pp | 69.8%+21.4pp |
| Annual return | -16.49% | -9.85%-6.6pp | 702.45%-718.9pp | 1.57%-18.1pp |
| Employer contribution / active EE | $422 | $2,611-83.8% | $3,008-86.0% | $2,545-83.4% |
| Participant deferral / active EE | $1,318 | $3,460-61.9% | $4,395-70.0% | $4,239-68.9% |
| Admin fee / account holder | $148 | $415-64.5% | $5,325-97.2% | $594-75.1% |