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 |
|---|---|---|
SHAREBUILDER ADVISOR LLC4 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $91,954 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $50,072 |
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 | $81,027 | $88,122-8.1% | $141,162-42.6% | $67,579+19.9% |
| Participation rate | 98.4% | 76.5%+21.9pp | 82.5%+15.9pp | 71.3%+27.1pp |
| Annual return | 21.78% | 75.40%-53.6pp | 71.39%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $3,503 | $3,224+8.6% | $4,735-26.0% | $2,148+63.1% |
| Participant deferral / active EE | $7,802 | $5,958+31.0% | $6,709+16.3% | $3,539+120.5% |
| Admin fee / account holder | $115 | $131-11.8% | $10,261-98.9% | $142-18.9% |