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 INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $30,302 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,940 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
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 | $58,493 | $69,305-15.6% | $82,313-28.9% | $69,631-16.0% |
| Participation rate | 61.3% | 80.3%-19.0pp | 76.9%-15.6pp | 70.7%-9.4pp |
| Annual return | 16.90% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $507 | $1,887-73.1% | $2,428-79.1% | $2,032-75.0% |
| Participant deferral / active EE | $3,885 | $3,568+8.9% | $3,706+4.8% | $3,224+20.5% |
| Admin fee / account holder | $14 | $97-85.1% | $5,608-99.7% | $110-86.9% |