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 MANAGEMENT3 years Filed as: INTEGRITY FINANCIAL Service code 15 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Recordkeeping | $36,927 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,782 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,647 | $84,487-61.4% | $125,339-74.0% | $66,914-51.2% |
| Participation rate | 71.8% | 76.4%-4.6pp | 82.4%-10.6pp | 69.8%+2.0pp |
| Annual return | -19.49% | -8.39%-11.1pp | 572.05%-591.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,410 | $6,781-49.7% | $7,446-54.2% | $4,237-19.5% |
| Admin fee / account holder | $423 | $685-38.3% | $10,010-95.8% | $593-28.7% |