See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $58,899 |
SHAREBUILDER ADVISOR LLC2 years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $48,422 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,832 | $155,795-52.6% | $136,294-45.8% | $69,631+6.0% |
| Participation rate | 97.4% | 75.2%+22.1pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 16.27% | 232464.33%-232448.1pp | 5155.94%-5139.7pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $3,514 | $2,991+17.5% | $4,695-25.2% | $2,032+72.9% |
| Participant deferral / active EE | $7,349 | $5,394+36.2% | $6,247+17.6% | $3,224+128.0% |
| Admin fee / account holder | $102 | $128-20.7% | $9,243-98.9% | $110-7.9% |