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.4 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 SECOND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $29,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,112 | $86,655-54.9% | $119,609-67.3% | $66,914-41.5% |
| Participation rate | 62.1% | 75.6%-13.5pp | 79.3%-17.2pp | 69.8%-7.7pp |
| Annual return | -17.66% | -8.00%-9.7pp | -14.97%-2.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,524 | $2,536+39.0% | $4,232-16.7% | $2,544+38.5% |
| Participant deferral / active EE | $5,414 | $4,358+24.2% | $5,602-3.4% | $4,237+27.8% |
| Admin fee / account holder | $171 | $755-77.4% | $10,323-98.3% | $593-71.2% |