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 27 801 2ND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $13,938 |
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 | $35,443 | $69,362-48.9% | $101,248-65.0% | $73,488-51.8% |
| Participation rate | 58.0% | 68.4%-10.4pp | 75.8%-17.8pp | 70.7%-12.7pp |
| Annual return | 20.41% | 18.46%+2.0pp | 46.47%-26.1pp | 28.51%-8.1pp |
| Employer contribution / active EE | $2,063 | $2,628-21.5% | $3,660-43.6% | $2,270-9.1% |
| Participant deferral / active EE | $3,864 | $3,300+17.1% | $4,370-11.6% | $3,740+3.3% |
| Admin fee / account holder | $144 | $704-79.5% | $5,945-97.6% | $513-71.9% |