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 8-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 |
|---|---|---|
EP WEALTH ADVISORS LLC4 years Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $48,936 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Plan Administrator; Named fiduciary; ... | $21,463 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $8,912 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,624 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,124 | $61,774-2.7% | $97,226-38.2% | $80,856-25.6% |
| Participation rate | 98.9% | 63.5%+35.4pp | 72.7%+26.3pp | 67.6%+31.3pp |
| Annual return | 13.13% | -557.90%+571.0pp | 75.13%-62.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,198 | $1,837+19.7% | $2,729-19.5% | $2,755-20.2% |
| Participant deferral / active EE | $5,321 | $3,029+75.7% | $4,264+24.8% | $4,296+23.9% |
| Admin fee / account holder | $516 | $5,166-90.0% | $5,654-90.9% | $6,918-92.5% |