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 LLC4+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $80,059 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $39,218 |
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 | $32,477 | $33,780-3.9% | $74,550-56.4% | $75,289-56.9% |
| Participation rate | 37.4% | 62.7%-25.3pp | 69.1%-31.7pp | 72.4%-35.0pp |
| Annual return | -4.55% | -1.24%-3.3pp | 32.53%-37.1pp | -0.04%-4.5pp |
| Employer contribution / active EE | $852 | $845+0.8% | $1,961-56.5% | $2,405-64.6% |
| Participant deferral / active EE | $1,732 | $1,890-8.4% | $3,108-44.3% | $3,739-53.7% |
| Admin fee / account holder | $160 | $86+85.2% | $5,060-96.8% | $102+56.3% |