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 10-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) | $11,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,882 | $98,750-59.6% | $149,696-73.4% | $79,858-50.1% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.5%-34.2pp | 69.6%-21.4pp |
| Annual return | 24.72% | 27.43%-2.7pp | 276.60%-251.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $1,677 | $3,216-47.9% | $4,644-63.9% | $2,471-32.1% |
| Participant deferral / active EE | $6,722 | $5,680+18.3% | $6,842-1.7% | $3,740+79.7% |
| Admin fee / account holder | $201 | $6,053-96.7% | $9,309-97.8% | $5,306-96.2% |