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 |
|---|---|---|
Filed as: SHAREBUILDER ADVISORS LLC Service code 27 · EIN 36-4917989 | Advisory (Plan) | $19,145 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,431 |
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 | $70,456 | $84,936-17.0% | $111,297-36.7% | $79,386-11.2% |
| Participation rate | 87.9% | 75.9%+12.0pp | 77.3%+10.5pp | 70.7%+17.2pp |
| Annual return | 14.77% | 17.45%-2.7pp | 54.65%-39.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,909 | $1,979+47.0% | $2,731+6.5% | $2,427+19.8% |
| Participant deferral / active EE | $4,427 | $3,888+13.9% | $4,487-1.3% | $4,046+9.4% |
| Admin fee / account holder | $185 | $537-65.6% | $7,964-97.7% | $626-70.5% |