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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,671 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 55 PO BOX 5507 · LINCOLN, NE 68505 | Other Commissions | $16,663 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,903 | $80,177-76.4% | $123,892-84.7% | $57,658-67.2% |
| Participation rate | 72.3% | 74.4%-2.2pp | 81.4%-9.1pp | 70.2%+2.1pp |
| Annual return | 28.41% | 17.90%+10.5pp | 47.52%-19.1pp | 5.13%+23.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,182 | $5,130+1.0% | $5,984-13.4% | $3,061+69.3% |
| Admin fee / account holder | $54 | $106-48.9% | $8,357-99.4% | $95-42.6% |