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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Contract Administrator; Direct paymen... | $14,693 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Other fees; Participant loan processi... | $11,781 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $830 |
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 | $24,156 | $101,317-76.2% | $146,958-83.6% | $74,495-67.6% |
| Participation rate | 97.0% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 26.95% | 8730.91%-8704.0pp | 418.34%-391.4pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $4,353 | $3,810+14.3% | $4,933-11.7% | $2,623+66.0% |
| Participant deferral / active EE | $6,778 | $7,303-7.2% | $8,070-16.0% | $4,346+56.0% |
| Admin fee / account holder | $123 | $1,739-93.0% | $12,998-99.1% | $1,942-93.7% |