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 | Foreign entity (e.g., an agent or bro... | $32,085 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Direct payment from the plan; Other f... | $25,712 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,400 | $31,741+14.7% | $56,411-35.5% | $199,593-81.8% |
| Participation rate | 8.7% | 32.3%-23.7pp | 52.5%-43.8pp | 72.0%-63.3pp |
| Annual return | 11.49% | 14.72%-3.2pp | 1701.33%-1689.8pp | 34.25%-22.8pp |
| Employer contribution / active EE | $209 | $508-58.7% | $1,039-79.8% | $3,034-93.1% |
| Participant deferral / active EE | $381 | $1,184-67.8% | $1,952-80.5% | $5,087-92.5% |
| Admin fee / account holder | $197 | $426-53.8% | $2,829-93.0% | $269-26.8% |