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 LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $86,853 |
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $53,654 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100 |
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 | $47,962 | $59,054-18.8% | $97,226-50.7% | $77,643-38.2% |
| Participation rate | 96.3% | 67.9%+28.4pp | 72.7%+23.6pp | 70.6%+25.8pp |
| Annual return | 20.73% | 16.96%+3.8pp | 75.13%-54.4pp | 31.24%-10.5pp |
| Employer contribution / active EE | $3,939 | $1,742+126.1% | $2,729+44.3% | $2,726+44.5% |
| Participant deferral / active EE | $12,282 | $3,930+212.5% | $4,264+188.1% | $4,647+164.3% |
| Admin fee / account holder | $152 | $346-56.0% | $5,654-97.3% | $430-64.6% |