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 ADVIORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $9,525 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,000 |
PAI1 year Service code 64 1300 ENTERPRISE DR · DE PERE, WI 54115 | Recordkeeping Fees | $3,704 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,230 | $51,045-70.2% | $70,515-78.4% | $71,457-78.7% |
| Participation rate | 50.0% | 59.4%-9.4pp | 68.3%-18.3pp | 67.9%-17.9pp |
| Annual return | 33.23% | 42.63%-9.4pp | 32.77%+0.5pp | 28.85%+4.4pp |
| Employer contribution / active EE | $255 | $1,790-85.8% | $2,973-91.4% | $2,588-90.2% |
| Participant deferral / active EE | $2,260 | $3,026-25.3% | $4,567-50.5% | $4,289-47.3% |
| Admin fee / account holder | $102 | $1,994-94.9% | $6,412-98.4% | $1,587-93.6% |