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 8-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 |
|---|---|---|
EP WEALTH ADVISORS LLC4 years Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $32,201 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Participant loan processing; Direct p... | $20,126 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,517 |
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.)
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 | $66,299 | $101,317-34.6% | $146,958-54.9% | $74,495-11.0% |
| Participation rate | 68.5% | 75.5%-7.0pp | 82.2%-13.6pp | 67.2%+1.3pp |
| Annual return | 17.99% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $2,472 | $3,810-35.1% | $4,933-49.9% | $2,623-5.8% |
| Participant deferral / active EE | $5,724 | $7,303-21.6% | $8,070-29.1% | $4,346+31.7% |
| Admin fee / account holder | $370 | $1,739-78.7% | $12,998-97.2% | $1,942-81.0% |