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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Account maintenance fees; Participant... | $13,367 |
THE NORDEN GROUP4 years Service code 26 · EIN 83-1089834 | Advisory (Participants) | $9,497 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Investment advisory (plan); Named fid... | $7,159 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $513 |
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 | $16,691 | $55,415-69.9% | $155,509-89.3% | $74,495-77.6% |
| Participation rate | 92.8% | 61.9%+30.9pp | 78.2%+14.6pp | 67.2%+25.6pp |
| Annual return | 12.98% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,267 | $2,267-44.1% | $4,672-72.9% | $2,623-51.7% |
| Participant deferral / active EE | $2,782 | $2,836-1.9% | $5,626-50.6% | $4,346-36.0% |
| Admin fee / account holder | $179 | $1,738-89.7% | $15,912-98.9% | $1,942-90.8% |