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 CORP5+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,350 |
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 | $85,970 | $52,953+62.4% | $172,739-50.2% | $65,185+31.9% |
| Participation rate | 44.8% | 66.2%-21.4pp | 82.6%-37.8pp | 70.2%-25.4pp |
| Annual return | 21.29% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,004 | $2,190-54.1% | $5,143-80.5% | $2,177-53.9% |
| Participant deferral / active EE | $1,270 | $2,471-48.6% | $5,198-75.6% | $3,514-63.9% |
| Admin fee / account holder | $31 | $472-93.4% | $13,954-99.8% | $847-96.3% |