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 |
|---|---|---|
Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $10,938 |
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 | $20,977 | $47,848-56.2% | $81,478-74.3% | $70,131-70.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 19.70% | 27.25%-7.5pp | 38.78%-19.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,006 | $1,527+96.8% | $2,568+17.1% | $2,342+28.3% |
| Participant deferral / active EE | $5,139 | $2,453+109.5% | $3,537+45.3% | $3,332+54.2% |
| Admin fee / account holder | $97 | $3,145-96.9% | $4,561-97.9% | $4,645-97.9% |