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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $51,486 |
SHAREBUILDER ADVISOR LLC2 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $4,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,443 | $56,317+81.9% | $71,209+43.9% | $74,304+37.9% |
| Participation rate | 96.9% | 55.1%+41.8pp | 73.8%+23.1pp | 60.3%+36.5pp |
| Annual return | 19.82% | 42.83%-23.0pp | 282.51%-262.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $7,878 | $2,160+264.7% | $2,721+189.5% | $2,241+251.5% |
| Participant deferral / active EE | $12,557 | $2,788+350.4% | $4,175+200.8% | $3,767+233.3% |
| Admin fee / account holder | $301 | $2,290-86.9% | $5,349-94.4% | $2,969-89.9% |