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 CORP6+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,995 | $58,879+57.9% | $178,490-47.9% | $73,488+26.5% |
| Participation rate | 41.4% | 66.2%-24.8pp | 81.9%-40.5pp | 70.7%-29.3pp |
| Annual return | 12.06% | 24.86%-12.8pp | 151.07%-139.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $903 | $2,236-59.6% | $5,011-82.0% | $2,270-60.2% |
| Participant deferral / active EE | $1,033 | $2,567-59.8% | $5,202-80.1% | $3,740-72.4% |
| Admin fee / account holder | $32 | $400-92.0% | $13,984-99.8% | $513-93.8% |