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 49 · EIN 47-0663374 | Other Services | $22,538 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,108 |
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.
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 | $44,164 | $72,770-39.3% | $67,652-34.7% | $55,191-20.0% |
| Participation rate | 64.5% | 78.8%-14.2pp | 75.7%-11.1pp | 69.2%-4.6pp |
| Annual return | 0.48% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $401 | $1,769-77.3% | $2,266-82.3% | $1,899-78.9% |
| Participant deferral / active EE | $3,155 | $3,408-7.4% | $3,560-11.4% | $3,046+3.6% |
| Admin fee / account holder | $17 | $79-78.0% | $4,821-99.6% | $91-80.9% |