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 |
|---|---|---|
EP WEALTH ADVISORS LLC3 years Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $33,645 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Other fees; Claims processing; Named ... | $20,451 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $9,330 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,689 | $122,239-56.1% | $184,203-70.9% | $74,495-27.9% |
| Participation rate | 96.3% | 85.5%+10.8pp | 86.8%+9.5pp | 67.2%+29.1pp |
| Annual return | 16.34% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,317 | $4,537-48.9% | $6,427-64.0% | $2,623-11.7% |
| Participant deferral / active EE | $4,774 | $7,139-33.1% | $9,131-47.7% | $4,346+9.9% |
| Admin fee / account holder | $378 | $1,260-70.0% | $13,901-97.3% | $1,942-80.6% |