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 CORP1+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,862 | $39,245-36.7% | $64,105-61.2% | $52,331-52.5% |
| Participation rate | 32.4% | 58.2%-25.8pp | 68.2%-35.8pp | 68.1%-35.7pp |
| Annual return | -0.28% | 14.79%-15.1pp | 791.24%-791.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $278 | $736-62.2% | $1,820-84.7% | $1,882-85.2% |
| Participant deferral / active EE | $654 | $1,992-67.2% | $2,822-76.8% | $3,022-78.4% |
| Admin fee / account holder | $17 | $592-97.1% | $4,499-99.6% | $592-97.1% |