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 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $21,039 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,122 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,993 | $88,083-70.5% | $164,813-84.2% | $74,495-65.1% |
| Participation rate | 96.0% | 73.0%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 14.86% | 17.26%-2.4pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,968 | $2,593-24.1% | $4,341-54.7% | $2,623-25.0% |
| Participant deferral / active EE | $5,142 | $4,498+14.3% | $6,031-14.7% | $4,346+18.3% |
| Admin fee / account holder | $117 | $2,234-94.8% | $12,690-99.1% | $1,942-94.0% |