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 |
|---|---|---|
SHARBUILDER ADVISORS, LLC1 year Service code 27 801 2ND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $75,766 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $26,994 |
PAI3 years Service code 13 1201 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $24,989 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,378 | $49,808-27.0% | $95,745-62.0% | $74,419-51.1% |
| Participation rate | 96.1% | 66.6%+29.5pp | 72.3%+23.8pp | 70.7%+25.3pp |
| Annual return | 21.50% | 24.91%-3.4pp | 28.35%-6.9pp | 34.38%-12.9pp |
| Employer contribution / active EE | $3,934 | $1,639+140.0% | $2,835+38.8% | $2,637+49.1% |
| Participant deferral / active EE | $11,759 | $3,739+214.5% | $4,245+177.0% | $4,528+159.7% |
| Admin fee / account holder | $142 | $311-54.2% | $5,678-97.5% | $348-59.1% |