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 |
|---|---|---|
INTEGRITY ASSET MANAGEMENT8 years Filed as: INTEGRITY FINANCIAL CORP Service code 27 · EIN 32-0123516 | Advisory (Plan) | $44,716 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,242 | $69,763-7.9% | $67,502-4.8% | $74,495-13.8% |
| Participation rate | 79.1% | 71.4%+7.7pp | 72.9%+6.2pp | 67.2%+11.9pp |
| Annual return | 16.13% | -40.34%+56.5pp | 3512.12%-3496.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,719 | $2,704+37.5% | $2,731+36.2% | $2,623+41.8% |
| Participant deferral / active EE | $7,742 | $3,636+112.9% | $4,000+93.6% | $4,346+78.1% |
| Admin fee / account holder | $249 | $896-72.2% | $3,998-93.8% | $1,942-87.2% |