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 CORP4+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $75,222 | $47,977+56.8% | $154,107-51.2% | $56,287+33.6% |
| Participation rate | 44.9% | 66.2%-21.3pp | 83.0%-38.2pp | 69.9%-25.0pp |
| Annual return | -5.16% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,038 | $2,169-52.1% | $5,298-80.4% | $2,111-50.8% |
| Participant deferral / active EE | $1,237 | $2,392-48.3% | $5,081-75.7% | $3,350-63.1% |
| Admin fee / account holder | $40 | $438-90.9% | $13,411-99.7% | $521-92.3% |