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 8-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 |
|---|---|---|
Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $5,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,158 | $60,776-86.6% | $85,682-90.5% | $79,386-89.7% |
| Participation rate | 56.5% | 62.1%-5.6pp | 69.9%-13.3pp | 70.7%-14.2pp |
| Annual return | 16.64% | 16.57%+0.1pp | 21.49%-4.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $295 | $1,663-82.3% | $2,618-88.7% | $2,427-87.9% |
| Participant deferral / active EE | $2,008 | $2,919-31.2% | $3,923-48.8% | $4,046-50.4% |
| Admin fee / account holder | $49 | $438-88.7% | $6,873-99.3% | $626-92.1% |