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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Direct payment from the plan; Claims ... | $26,840 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Direct payment from the plan; Other f... | $19,921 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,748 |
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 | $39,296 | $30,147+30.3% | $58,482-32.8% | $80,160-51.0% |
| Participation rate | 7.9% | 34.4%-26.5pp | 50.9%-43.0pp | 72.9%-65.0pp |
| Annual return | 17.90% | 21.97%-4.1pp | 4239.32%-4221.4pp | 40.38%-22.5pp |
| Employer contribution / active EE | $202 | $528-61.8% | $1,053-80.9% | $2,978-93.2% |
| Participant deferral / active EE | $384 | $1,249-69.3% | $1,924-80.0% | $5,017-92.4% |
| Admin fee / account holder | $210 | $195+7.7% | $2,516-91.7% | $145+44.6% |