Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $137,088 |
SHAREBUILDER ADVISOR LLC8 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $129,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,329 | $67,672-70.0% | $155,567-86.9% | $99,061-79.5% |
| Participation rate | 11.1% | 67.2%-56.1pp | 78.2%-67.1pp | 71.6%-60.6pp |
| Annual return | 15.58% | 16.16%-0.6pp | 64.74%-49.2pp | 17.66%-2.1pp |
| Employer contribution / active EE | $233 | $2,262-89.7% | $4,674-95.0% | $3,261-92.9% |
| Participant deferral / active EE | $612 | $3,827-84.0% | $5,628-89.1% | $5,331-88.5% |
| Admin fee / account holder | $122 | $94+30.6% | $15,916-99.2% | $109+12.3% |