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 |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $7,980 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,096 | $61,214-70.4% | $83,333-78.3% | $56,287-67.9% |
| Participation rate | 61.5% | 72.6%-11.1pp | 77.8%-16.3pp | 69.9%-8.4pp |
| Annual return | -10.32% | 0.42%-10.7pp | 10.63%-21.0pp | -9.96%-0.4pp |
| Employer contribution / active EE | $1,249 | $1,925-35.1% | $3,379-63.0% | $2,111-40.9% |
| Participant deferral / active EE | $4,108 | $5,091-19.3% | $5,565-26.2% | $3,350+22.6% |
| Admin fee / account holder | $110 | $512-78.5% | $7,510-98.5% | $521-78.9% |