See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC6+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $91,012 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,697 | $43,466-13.3% | $90,951-58.6% | $90,288-58.2% |
| Participation rate | 46.6% | 62.5%-15.8pp | 69.0%-22.4pp | 73.4%-26.7pp |
| Annual return | 13.76% | 25.26%-11.5pp | 134.60%-120.8pp | 53.97%-40.2pp |
| Employer contribution / active EE | $425 | $840-49.5% | $2,122-80.0% | $2,524-83.2% |
| Participant deferral / active EE | $2,452 | $2,138+14.7% | $3,373-27.3% | $4,232-42.1% |
| Admin fee / account holder | $132 | $92+43.4% | $5,959-97.8% | $114+15.5% |