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 Service code 15 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Recordkeeping | $37,640 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,261 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,827 | $105,181-65.0% | $159,436-76.9% | $85,850-57.1% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 28.26% | 45.07%-16.8pp | 263.57%-235.3pp | 318.53%-290.3pp |
| Employer contribution / active EE | $62 | $3,318-98.1% | $4,829-98.7% | $2,565-97.6% |
| Participant deferral / active EE | $4,310 | $5,945-27.5% | $7,352-41.4% | $3,952+9.1% |
| Admin fee / account holder | $435 | $6,933-93.7% | $10,799-96.0% | $6,260-93.0% |