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) | $17,308 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,545 | $80,724-49.8% | $103,333-60.8% | $74,495-45.6% |
| Participation rate | 40.1% | 65.7%-25.6pp | 74.5%-34.4pp | 67.2%-27.1pp |
| Annual return | 14.57% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,454 | $3,157-53.9% | $3,868-62.4% | $2,623-44.6% |
| Participant deferral / active EE | $2,542 | $3,860-34.2% | $5,057-49.7% | $4,346-41.5% |
| Admin fee / account holder | $214 | $2,368-91.0% | $8,355-97.4% | $1,942-89.0% |