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 4-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 | Consulting (pension); Account mainten... | $31,516 |
GBS RETIRE2 years Service code 27 · EIN 47-5300529 | Advisory (Plan) | $23,153 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Participant loan processing; Plan Adm... | $16,979 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,551 | $62,624-62.4% | $177,989-86.8% | $77,643-69.7% |
| Participation rate | 39.0% | 66.8%-27.9pp | 77.1%-38.1pp | 70.6%-31.6pp |
| Annual return | 17.56% | 16.16%+1.4pp | 294.48%-276.9pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,394 | $1,909-27.0% | $3,949-64.7% | $2,726-48.9% |
| Participant deferral / active EE | $1,852 | $4,219-56.1% | $6,276-70.5% | $4,647-60.1% |
| Admin fee / account holder | $202 | $386-47.6% | $10,363-98.0% | $430-53.0% |