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 4-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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,922 |
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $8,412 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,214 | $50,815-93.7% | $155,509-97.9% | $77,643-95.9% |
| Participation rate | 84.3% | 63.1%+21.2pp | 78.2%+6.1pp | 70.6%+13.7pp |
| Annual return | 19.07% | 34.80%-15.7pp | 64.67%-45.6pp | 31.24%-12.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,771 | $2,822-37.2% | $5,626-68.5% | $4,647-61.9% |
| Admin fee / account holder | $21 | $437-95.1% | $15,912-99.9% | $430-95.0% |