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 |
|---|---|---|
SHAREBUILDER ADVISOR LLC2 years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $14,749 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,295 |
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 | $25,800 | $55,453-53.5% | $170,442-84.9% | $62,292-58.6% |
| Participation rate | 54.7% | 66.4%-11.7pp | 83.6%-28.9pp | 69.5%-14.9pp |
| Annual return | 14.32% | 21.38%-7.1pp | 205.93%-191.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,765 | $2,164-18.4% | $5,433-67.5% | $2,042-13.6% |
| Participant deferral / active EE | $2,093 | $2,303-9.1% | $4,939-57.6% | $3,169-33.9% |
| Admin fee / account holder | $143 | $455-68.5% | $13,880-99.0% | $479-70.1% |