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 LLC9 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $215,947 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $67,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,835 | $106,028+22.5% | $146,958-11.7% | $77,643+67.2% |
| Participation rate | 97.5% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 15.69% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,852 | $4,063+19.4% | $4,933-1.6% | $2,726+78.0% |
| Participant deferral / active EE | $9,699 | $7,990+21.4% | $8,070+20.2% | $4,647+108.7% |
| Admin fee / account holder | $218 | $337-35.4% | $12,998-98.3% | $430-49.3% |