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 |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $29,206 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,912 | $80,724-20.8% | $103,333-38.1% | $74,495-14.2% |
| Participation rate | 57.4% | 65.7%-8.2pp | 74.5%-17.1pp | 67.2%-9.8pp |
| Annual return | 15.29% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,248 | $3,157-28.8% | $3,868-41.9% | $2,623-14.3% |
| Participant deferral / active EE | $4,326 | $3,860+12.1% | $5,057-14.5% | $4,346-0.5% |
| Admin fee / account holder | $257 | $2,368-89.2% | $8,355-96.9% | $1,942-86.8% |