See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Claims processing; Plan Administrator... | $48,103 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Other services; Participant loan proc... | $14,977 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,744 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,782 | $88,083-61.6% | $164,813-79.5% | $74,495-54.7% |
| Participation rate | 80.7% | 73.0%+7.7pp | 78.6%+2.1pp | 67.2%+13.5pp |
| Annual return | 13.20% | 17.26%-4.1pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,367 | $2,593-47.3% | $4,341-68.5% | $2,623-47.9% |
| Participant deferral / active EE | $2,993 | $4,498-33.5% | $6,031-50.4% | $4,346-31.1% |
| Admin fee / account holder | $260 | $2,234-88.3% | $12,690-97.9% | $1,942-86.6% |