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 ADVISORS, LLC Service code 51 · EIN 83-2799996 801 2ND AVE · SEATTLE, WA 98104 | Investment Mgmt Fees | $15,455 |
ALERUS FINANCIAL, N.A.6+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-6062081 901 13TH AVE EAST · FARGO, ND 58078 | Recordkeeping | $6,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $91,707 | $54,573+68.0% | $90,951+0.8% | $73,488+24.8% |
| Participation rate | 65.5% | 61.2%+4.4pp | 69.0%-3.5pp | 70.7%-5.1pp |
| Annual return | 11.96% | 16.69%-4.7pp | 134.60%-122.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,576 | $991+58.9% | $2,122-25.7% | $2,270-30.6% |
| Participant deferral / active EE | $2,692 | $2,517+6.9% | $3,373-20.2% | $3,740-28.0% |
| Admin fee / account holder | $186 | $521-64.3% | $5,959-96.9% | $513-63.7% |