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 MANAGEMENT4+ years Filed as: INTEGRITY FINANCIAL CORPORATION Service code 26 · EIN 32-0123516 | Advisory (Participants) | $18,101 |
Service code 14 · EIN 82-1222973 | Plan Administrator | $17,057 |
BLUESTAR RETIREMENT SERVICES4+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $5,077 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,242 | $52,836+29.2% | $105,738-35.5% | $64,186+6.3% |
| Participation rate | 14.6% | 66.5%-52.0pp | 76.3%-61.7pp | 69.6%-55.0pp |
| Annual return | -5.24% | 14.30%-19.5pp | 6.27%-11.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $507 | $1,827-72.2% | $3,268-84.5% | $2,381-78.7% |
| Participant deferral / active EE | $1,419 | $2,545-44.3% | $4,080-65.2% | $3,470-59.1% |
| Admin fee / account holder | $1,095 | $3,959-72.3% | $6,913-84.2% | $4,888-77.6% |