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 LLC3 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $14,465 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,509 |
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 | $43,067 | $66,813-35.5% | $100,516-57.2% | $73,488-41.4% |
| Participation rate | 62.5% | 77.5%-15.0pp | 79.4%-16.9pp | 70.7%-8.2pp |
| Annual return | 20.01% | 25.70%-5.7pp | 30.89%-10.9pp | 28.51%-8.5pp |
| Employer contribution / active EE | $1,392 | $2,147-35.2% | $3,418-59.3% | $2,270-38.7% |
| Participant deferral / active EE | $4,861 | $5,883-17.4% | $6,270-22.5% | $3,740+30.0% |
| Admin fee / account holder | $174 | $512-66.0% | $8,081-97.8% | $513-66.1% |