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 | Recordkeeping and information managem... | $43,009 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Plan Administrator; Participant loan ... | $28,389 |
Service code 26 · EIN 47-2717610 | Advisory (Participants) | $25,979 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $3,124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,558 | $55,416-44.9% | $75,972-59.8% | $77,643-60.6% |
| Participation rate | 89.6% | 63.6%+26.0pp | 69.1%+20.5pp | 70.6%+19.0pp |
| Annual return | 14.24% | 17.07%-2.8pp | 359.55%-345.3pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,323 | $1,788-26.0% | $2,685-50.7% | $2,726-51.5% |
| Participant deferral / active EE | $2,346 | $3,447-31.9% | $4,255-44.9% | $4,647-49.5% |
| Admin fee / account holder | $176 | $414-57.4% | $6,467-97.3% | $430-59.1% |