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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Direct payment from the plan; Recordk... | $18,119 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Other fees; Direct payment from the p... | $13,935 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $696 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,511 | $56,638-79.7% | $169,368-93.2% | $74,419-84.5% |
| Participation rate | 88.5% | 67.5%+21.0pp | 77.1%+11.4pp | 70.7%+17.8pp |
| Annual return | 16.06% | 24.75%-8.7pp | 405.60%-389.5pp | 34.38%-18.3pp |
| Employer contribution / active EE | $408 | $2,027-79.9% | $4,013-89.8% | $2,637-84.5% |
| Participant deferral / active EE | $1,788 | $4,223-57.7% | $6,221-71.3% | $4,528-60.5% |
| Admin fee / account holder | $98 | $307-68.1% | $9,003-98.9% | $348-71.8% |