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 9-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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Claims processing; Contract Administr... | $11,841 |
THE NORDEN GROUP3 years Service code 26 · EIN 83-1089834 | Advisory (Participants) | $6,899 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Claims processing; Named fiduciary; P... | $5,428 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,634 | $61,272-79.4% | $149,673-91.6% | $71,457-82.3% |
| Participation rate | 89.7% | 62.5%+27.2pp | 78.8%+10.9pp | 67.9%+21.7pp |
| Annual return | 17.99% | 35.85%-17.9pp | 134.42%-116.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,083 | $2,378-54.5% | $4,818-77.5% | $2,588-58.1% |
| Participant deferral / active EE | $2,191 | $2,917-24.9% | $5,680-61.4% | $4,289-48.9% |
| Admin fee / account holder | $132 | $1,261-89.6% | $13,210-99.0% | $1,587-91.7% |