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 LLC7 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $148,144 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $60,912 |
Annual investment return 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 | $93,249 | $82,202+13.4% | $125,339-25.6% | $64,808+43.9% |
| Participation rate | 96.1% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -17.67% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,160 | $3,615+15.1% | $4,814-13.6% | $2,506+66.0% |
| Participant deferral / active EE | $8,943 | $7,175+24.6% | $7,446+20.1% | $4,310+107.5% |
| Admin fee / account holder | $164 | $163+0.2% | $10,010-98.4% | $188-12.9% |