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 CORP3 years Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $191,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $138,819 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 200 SOUTH WOOD AVENUE · ISELIN, NJ 08830 | Accounting | $66,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,318 | $84,149-45.0% | $129,995-64.4% | $103,482-55.2% |
| Participation rate | 88.7% | 81.0%+7.7pp | 78.5%+10.2pp | 73.3%+15.5pp |
| Annual return | 20.79% | 25.45%-4.7pp | -137.18%+158.0pp | 33.11%-12.3pp |
| Employer contribution / active EE | $1,534 | $2,687-42.9% | $4,320-64.5% | $3,208-52.2% |
| Participant deferral / active EE | $5,278 | $5,201+1.5% | $5,820-9.3% | $5,207+1.4% |
| Admin fee / account holder | $58 | $75-22.7% | $10,614-99.5% | $114-49.1% |