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 9-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 |
|---|---|---|
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Investment advisory (plan); Other fee... | $22,970 |
EP WEALTH ADVISORS LLC3 years Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $20,306 |
Service code 12 · EIN 47-0098400 | Consulting (pension); Recordkeeping f... | $9,830 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,119 |
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 | $44,339 | $82,978-46.6% | $129,995-65.9% | $71,457-38.0% |
| Participation rate | 94.3% | 74.1%+20.2pp | 78.5%+15.8pp | 67.9%+26.4pp |
| Annual return | 17.15% | 20.60%-3.4pp | -137.18%+154.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $955 | $2,622-63.6% | $4,320-77.9% | $2,588-63.1% |
| Participant deferral / active EE | $4,824 | $4,432+8.9% | $5,820-17.1% | $4,289+12.5% |
| Admin fee / account holder | $424 | $1,729-75.5% | $10,614-96.0% | $1,587-73.3% |