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 CORP1+ years Filed as: AMERITAS INVESTMENT CORP. Service code 55 5900 O STREET · LINCOLN, NE 68510 | Other Commissions | $413 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $9,520 | $45,283-79.0% | $155,790-93.9% | $52,331-81.8% |
| Participation rate | 64.6% | 62.2%+2.4pp | 76.1%-11.5pp | 68.1%-3.5pp |
| Annual return | -1.27% | 1.80%-3.1pp | 71.54%-72.8pp | 4.54%-5.8pp |
| Employer contribution / active EE | $107 | $1,329-91.9% | $3,836-97.2% | $1,882-94.3% |
| Participant deferral / active EE | $1,221 | $2,854-57.2% | $4,797-74.5% | $3,022-59.6% |
| Admin fee / account holder | $2 | $981-99.8% | $7,478-100.0% | $592-99.6% |