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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $16,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,417 | $82,664-46.3% | $125,339-64.6% | $68,494-35.2% |
| Participation rate | 48.1% | 75.0%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,402 | $3,381-58.5% | $4,814-70.9% | $2,596-46.0% |
| Participant deferral / active EE | $9,994 | $6,110+63.6% | $7,446+34.2% | $4,027+148.2% |
| Admin fee / account holder | $250 | $6,275-96.0% | $10,010-97.5% | $5,403-95.4% |