Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $40,672 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,677 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,735 | $60,305+37.2% | $81,780+1.2% | $74,400+11.2% |
| Participation rate | 95.0% | 62.9%+32.1pp | 72.4%+22.6pp | 67.2%+27.7pp |
| Annual return | 23.41% | 16.89%+6.5pp | 776.27%-752.9pp | 1367.51%-1344.1pp |
| Employer contribution / active EE | $14,201 | $2,623+441.4% | $2,914+387.4% | $2,624+441.1% |
| Participant deferral / active EE | $13,289 | $3,390+292.0% | $4,321+207.6% | $4,348+205.6% |
| Admin fee / account holder | $291 | $1,484-80.4% | $7,384-96.1% | $1,944-85.0% |