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 CORP8+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,823 | $65,061+41.1% | $143,757-36.1% | $66,914+37.2% |
| Participation rate | 41.1% | 65.2%-24.1pp | 80.3%-39.2pp | 69.8%-28.7pp |
| Annual return | -14.52% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $968 | $2,361-59.0% | $4,951-80.5% | $2,544-62.0% |
| Participant deferral / active EE | $1,100 | $2,919-62.3% | $5,637-80.5% | $4,237-74.0% |
| Admin fee / account holder | $52 | $502-89.7% | $14,673-99.6% | $593-91.3% |