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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $170,661 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,782 |
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 that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,518 | $71,813-43.6% | $119,609-66.1% | $78,044-48.1% |
| Participation rate | 87.4% | 81.7%+5.7pp | 79.3%+8.2pp | 74.4%+13.0pp |
| Annual return | 27.62% | -13.80%+41.4pp | -14.97%+42.6pp | 10.87%+16.7pp |
| Employer contribution / active EE | $999 | $2,836-64.8% | $4,232-76.4% | $3,125-68.0% |
| Participant deferral / active EE | $4,707 | $4,953-5.0% | $5,602-16.0% | $5,084-7.4% |
| Admin fee / account holder | $48 | $81-40.7% | $10,323-99.5% | $79-39.4% |