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 |
|---|---|---|
INTEGRITY ASSET MANAGEMENT5 years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $53,915 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Named fiduciary; Claims processing; P... | $13,479 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,441 | $101,317-47.3% | $146,958-63.6% | $74,495-28.3% |
| Participation rate | 78.1% | 75.5%+2.6pp | 82.2%-4.0pp | 67.2%+10.9pp |
| Annual return | 14.53% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,476 | $3,810-61.3% | $4,933-70.1% | $2,623-43.7% |
| Participant deferral / active EE | $4,508 | $7,303-38.3% | $8,070-44.1% | $4,346+3.7% |
| Admin fee / account holder | $628 | $1,739-63.9% | $12,998-95.2% | $1,942-67.7% |