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 CORP7+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,509 |
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 | $112,824 | $61,156+84.5% | $185,823-39.3% | $79,386+42.1% |
| Participation rate | 40.0% | 66.6%-26.6pp | 81.7%-41.7pp | 70.7%-30.7pp |
| Annual return | 14.20% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $983 | $2,321-57.6% | $5,167-81.0% | $2,427-59.5% |
| Participant deferral / active EE | $1,123 | $2,789-59.7% | $5,568-79.8% | $4,046-72.2% |
| Admin fee / account holder | $47 | $710-93.3% | $16,237-99.7% | $626-92.4% |