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 MANAGEMENT2 years Filed as: INTEGRITY FINANCIAL CORP Service code 26 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Advisory (Participants) | $21,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,264 | $50,175-47.7% | $99,443-73.6% | $65,185-59.7% |
| Participation rate | 54.9% | 68.4%-13.5pp | 73.8%-18.9pp | 70.2%-15.3pp |
| Annual return | 24.04% | 25.36%-1.3pp | 30.72%-6.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $881 | $1,496-41.1% | $2,540-65.3% | $2,177-59.5% |
| Participant deferral / active EE | $1,847 | $2,748-32.8% | $3,619-49.0% | $3,514-47.4% |
| Admin fee / account holder | $254 | $398-36.0% | $6,250-95.9% | $847-70.0% |