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 | Participant communication; Other serv... | $20,196 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Plan Administrator; Participant loan ... | $18,647 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $813 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $12,706 | $62,624-79.7% | $177,989-92.9% | $77,643-83.6% |
| Participation rate | 87.3% | 66.8%+20.5pp | 77.1%+10.2pp | 70.6%+16.8pp |
| Annual return | 8.80% | 16.16%-7.4pp | 294.48%-285.7pp | 31.24%-22.4pp |
| Employer contribution / active EE | $407 | $1,909-78.7% | $3,949-89.7% | $2,726-85.1% |
| Participant deferral / active EE | $1,985 | $4,219-53.0% | $6,276-68.4% | $4,647-57.3% |
| Admin fee / account holder | $107 | $386-72.3% | $10,363-99.0% | $430-75.2% |