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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.
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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 |
|---|---|---|
SHAREBUILDER ADVISOR LLC2 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $107,680 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,346 | $106,028-31.8% | $146,958-50.8% | $77,643-6.8% |
| Participation rate | 26.4% | 78.4%-52.0pp | 82.2%-55.7pp | 70.6%-44.2pp |
| Annual return | 16.09% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,324 | $4,063-67.4% | $4,933-73.2% | $2,726-51.4% |
| Participant deferral / active EE | $3,158 | $7,990-60.5% | $8,070-60.9% | $4,647-32.1% |
| Admin fee / account holder | $266 | $337-21.1% | $12,998-98.0% | $430-38.1% |