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 6-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 |
|---|---|---|
INTEGRITY ASSET MANAGEMENT3+ years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $22,917 |
HEALTHEQUITY RETIREMENT SERVICES3+ years Service code 12 · EIN 82-1222973 | Named fiduciary; Participant loan pro... | $11,198 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $2,240 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,724 | $84,936-23.8% | $111,297-41.8% | $79,386-18.5% |
| Participation rate | 41.7% | 75.9%-34.2pp | 77.3%-35.6pp | 70.7%-29.0pp |
| Annual return | 14.19% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,008 | $1,979+1.5% | $2,731-26.5% | $2,427-17.3% |
| Participant deferral / active EE | $3,174 | $3,888-18.4% | $4,487-29.3% | $4,046-21.6% |
| Admin fee / account holder | $487 | $537-9.4% | $7,964-93.9% | $626-22.3% |