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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 SECOND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $19,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,611 | $81,474-52.6% | $133,956-71.2% | $73,488-47.5% |
| Participation rate | 58.8% | 76.4%-17.5pp | 79.8%-21.0pp | 70.7%-11.9pp |
| Annual return | 16.21% | 19.40%-3.2pp | 45.09%-28.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,365 | $2,209+7.0% | $3,919-39.6% | $2,270+4.2% |
| Participant deferral / active EE | $4,380 | $3,786+15.7% | $5,048-13.2% | $3,740+17.1% |
| Admin fee / account holder | $165 | $713-76.9% | $8,927-98.2% | $513-67.9% |