See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITA LIFE INSURANCE CORP Service code 15 · EIN 47-0098400 | Recordkeeping | $3,426 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 75-1553739 | Advisory (Plan) | $1,826 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,504 | $87,870+1.9% | $113,168-20.9% | $74,304+20.5% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 11.77% | 26.44%-14.7pp | 24.27%-12.5pp | 29.43%-17.7pp |
| Employer contribution / active EE | $2,883 | $2,277+26.6% | $2,975-3.1% | $2,241+28.6% |
| Participant deferral / active EE | $2,682 | $4,241-36.8% | $5,107-47.5% | $3,767-28.8% |
| Admin fee / account holder | $24 | $3,368-99.3% | $12,068-99.8% | $2,969-99.2% |