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) | $15,535 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,601 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,648 | $55,472-52.0% | $155,567-82.9% | $74,546-64.3% |
| Participation rate | 54.1% | 61.9%-7.9pp | 78.2%-24.1pp | 67.2%-13.2pp |
| Annual return | 16.01% | 268.72%-252.7pp | 64.74%-48.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $2,244 | $2,269-1.1% | $4,674-52.0% | $2,624-14.5% |
| Participant deferral / active EE | $3,694 | $2,838+30.2% | $5,628-34.4% | $4,347-15.0% |
| Admin fee / account holder | $132 | $1,743-92.4% | $15,916-99.2% | $1,944-93.2% |