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 |
|---|---|---|
SHAREBUILDER ADVISOR LLC8 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $184,860 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $67,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,765 | $95,274+14.2% | $135,903-20.0% | $74,419+46.2% |
| Participation rate | 98.0% | 78.2%+19.8pp | 81.9%+16.1pp | 70.7%+27.2pp |
| Annual return | 19.61% | 32.77%-13.2pp | 68.23%-48.6pp | 34.38%-14.8pp |
| Employer contribution / active EE | $4,614 | $3,874+19.1% | $4,856-5.0% | $2,637+74.9% |
| Participant deferral / active EE | $9,776 | $7,782+25.6% | $7,758+26.0% | $4,528+115.9% |
| Admin fee / account holder | $193 | $266-27.6% | $10,762-98.2% | $348-44.6% |