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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $10,149 |
SHAREBUILDER ADVISOR LLC1 year Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $2,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,785 | $46,732-44.8% | $156,549-83.5% | $55,167-53.3% |
| Participation rate | 46.9% | 65.8%-18.9pp | 84.0%-37.2pp | 69.0%-22.1pp |
| Annual return | 4.77% | 17.72%-12.9pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $1,524 | $2,105-27.6% | $5,501-72.3% | $1,963-22.4% |
| Participant deferral / active EE | $1,990 | $2,204-9.7% | $4,871-59.1% | $3,054-34.8% |
| Admin fee / account holder | $37 | $418-91.2% | $13,027-99.7% | $504-92.7% |