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) | $25,287 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,961 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,821 | $82,664-67.6% | $125,339-78.6% | $68,494-60.8% |
| Participation rate | 72.1% | 75.0%-3.0pp | 82.4%-10.3pp | 67.9%+4.2pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,062 | $3,381-39.0% | $4,814-57.2% | $2,596-20.6% |
| Participant deferral / active EE | $2,431 | $6,110-60.2% | $7,446-67.4% | $4,027-39.6% |
| Admin fee / account holder | $188 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |