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 LLC2 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $22,107 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,881 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,581 | $93,571-67.3% | $135,903-77.5% | $75,163-59.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.96% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,555 | $3,537-56.0% | $4,856-68.0% | $2,670-41.8% |
| Participant deferral / active EE | $2,853 | $6,404-55.5% | $7,758-63.2% | $4,125-30.8% |
| Admin fee / account holder | $157 | $6,975-97.7% | $10,762-98.5% | $5,651-97.2% |