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 MANAGEMENT4+ years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $23,488 |
HEALTHEQUITY RETIREMENT SERVICES4+ years Service code 12 · EIN 82-1222973 | Named fiduciary; Participant loan pro... | $11,655 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $2,311 |
MATRIX TRUST COMPANY3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,931 | $65,435-17.6% | $86,677-37.8% | $66,914-19.4% |
| Participation rate | 38.5% | 75.5%-37.0pp | 76.6%-38.1pp | 69.8%-31.3pp |
| Annual return | -18.13% | -10.89%-7.2pp | 35.91%-54.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,866 | $2,153-13.3% | $2,836-34.2% | $2,544-26.7% |
| Participant deferral / active EE | $3,040 | $4,100-25.9% | $4,656-34.7% | $4,237-28.3% |
| Admin fee / account holder | $454 | $642-29.2% | $7,493-93.9% | $593-23.4% |