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 LLC3+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $73,997 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $32,300 |
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 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 | $35,331 | $38,833-9.0% | $78,778-55.2% | $77,958-54.7% |
| Participation rate | 34.3% | 60.9%-26.7pp | 69.2%-34.9pp | 71.6%-37.4pp |
| Annual return | 15.58% | 20.31%-4.7pp | 35.62%-20.0pp | 20.87%-5.3pp |
| Employer contribution / active EE | $217 | $840-74.2% | $1,986-89.1% | $2,310-90.6% |
| Participant deferral / active EE | $1,498 | $1,776-15.6% | $2,958-49.4% | $3,537-57.6% |
| Admin fee / account holder | $168 | $89+89.2% | $5,134-96.7% | $97+72.9% |