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 8-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 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $23,641 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,171 |
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 | $24,653 | $52,953-53.4% | $172,739-85.7% | $65,185-62.2% |
| Participation rate | 83.7% | 66.2%+17.5pp | 82.6%+1.0pp | 70.2%+13.5pp |
| Annual return | 16.20% | 30.12%-13.9pp | 802.84%-786.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $976 | $2,190-55.4% | $5,143-81.0% | $2,177-55.2% |
| Participant deferral / active EE | $1,937 | $2,471-21.6% | $5,198-62.7% | $3,514-44.9% |
| Admin fee / account holder | $151 | $472-68.0% | $13,954-98.9% | $847-82.2% |