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 Filed as: AMERITAS LIFE INSURNCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $40,736 |
FARMER & BETTS5 years Filed as: FARMER & BETTS, INC. Service code 17 · EIN 94-3322438 | Pension Consulting | $8,625 |
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 | $38,337 | $46,464-17.5% | $150,298-74.5% | $79,634-51.9% |
| Participation rate | 41.9% | 57.0%-15.0pp | 77.8%-35.8pp | 62.5%-20.6pp |
| Annual return | 22.60% | 27.89%-5.3pp | 62.79%-40.2pp | 36.46%-13.9pp |
| Employer contribution / active EE | $1,456 | $1,512-3.7% | $4,154-65.0% | $2,529-42.4% |
| Participant deferral / active EE | $3,203 | $2,157+48.5% | $5,453-41.3% | $3,835-16.5% |
| Admin fee / account holder | $140 | $891-84.3% | $14,116-99.0% | $1,002-86.0% |