Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $30,737 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,139 | $129,095-55.7% | $184,200-69.0% | $77,671-26.4% |
| Participation rate | 49.5% | 87.3%-37.9pp | 86.8%-37.3pp | 70.6%-21.1pp |
| Annual return | 16.37% | 33.29%-16.9pp | 28.80%-12.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $2,197 | $4,410-50.2% | $6,424-65.8% | $2,726-19.4% |
| Participant deferral / active EE | $3,076 | $7,300-57.9% | $9,132-66.3% | $4,648-33.8% |
| Admin fee / account holder | $222 | $256-13.1% | $13,907-98.4% | $430-48.4% |