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 10-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 ADVISORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $29,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,317 | $84,487-42.8% | $125,339-61.5% | $66,914-27.8% |
| Participation rate | 49.7% | 76.4%-26.7pp | 82.4%-32.6pp | 69.8%-20.1pp |
| Annual return | -4.93% | -8.39%+3.5pp | 572.05%-577.0pp | 1.58%-6.5pp |
| Employer contribution / active EE | $2,545 | $3,553-28.4% | $4,814-47.1% | $2,5440% |
| Participant deferral / active EE | $5,488 | $6,781-19.1% | $7,446-26.3% | $4,237+29.5% |
| Admin fee / account holder | $199 | $685-71.0% | $10,010-98.0% | $593-66.5% |