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+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $53,359 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,581 | $33,745-12.3% | $64,105-53.9% | $55,191-46.4% |
| Participation rate | 37.5% | 59.4%-21.9pp | 68.2%-30.7pp | 69.2%-31.7pp |
| Annual return | -1.98% | 4.95%-6.9pp | 791.24%-793.2pp | 10.78%-12.8pp |
| Employer contribution / active EE | $922 | $641+43.9% | $1,820-49.3% | $1,899-51.4% |
| Participant deferral / active EE | $1,930 | $1,9290% | $2,822-31.6% | $3,046-36.7% |
| Admin fee / account holder | $146 | $94+55.2% | $4,499-96.7% | $91+61.3% |