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 3-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 | Other services; Participant communica... | $51,620 |
Filed as: ASHWORTH WEALTH, LLC Service code 26 · EIN 26-2017172 | Advisory (Participants) | $20,478 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Claims processing; Other fees; Named ... | $10,239 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $719 |
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).
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 | $4,789 | $53,136-91.0% | $155,509-96.9% | $199,593-97.6% |
| Participation rate | 84.3% | 64.1%+20.2pp | 78.2%+6.1pp | 72.0%+12.3pp |
| Annual return | 21.18% | 41.15%-20.0pp | 64.67%-43.5pp | 34.25%-13.1pp |
| Employer contribution / active EE | $521 | $1,851-71.9% | $4,672-88.8% | $3,034-82.8% |
| Participant deferral / active EE | $2,037 | $3,161-35.5% | $5,626-63.8% | $5,087-60.0% |
| Admin fee / account holder | $60 | $185-67.8% | $15,912-99.6% | $269-77.8% |