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) | $89,507 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,084 |
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 | $46,789 | $106,110-55.9% | $147,005-68.2% | $77,671-39.8% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 16.80% | 56.77%-40.0pp | 418.76%-402.0pp | 31.21%-14.4pp |
| Employer contribution / active EE | $4,901 | $4,065+20.6% | $4,934-0.7% | $2,726+79.8% |
| Participant deferral / active EE | $14,724 | $7,992+84.2% | $8,070+82.5% | $4,648+216.8% |
| Admin fee / account holder | $193 | $338-42.9% | $13,006-98.5% | $430-55.2% |