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 6-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 |
|---|---|---|
Filed as: SHAREBUILDER Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $10,910 |
PAI2 years Service code 13 1300 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $5,847 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,180 | $26,114-11.2% | $58,482-60.4% | $74,419-68.9% |
| Participation rate | 41.1% | 32.1%+9.0pp | 50.9%-9.8pp | 70.7%-29.7pp |
| Annual return | 24.64% | 32.51%-7.9pp | 4239.32%-4214.7pp | 34.38%-9.7pp |
| Employer contribution / active EE | $818 | $536+52.7% | $1,053-22.3% | $2,637-69.0% |
| Participant deferral / active EE | $1,366 | $1,075+27.1% | $1,924-29.0% | $4,528-69.8% |
| Admin fee / account holder | $112 | $649-82.7% | $2,516-95.5% | $348-67.7% |