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 | $50,982-24.8% | $154,803-75.2% | $85,563-55.2% |
| Participation rate | 41.9% | 59.8%-17.9pp | 78.1%-36.1pp | 66.0%-24.0pp |
| Annual return | 22.60% | 30.35%-7.8pp | 58.88%-36.3pp | 31.51%-8.9pp |
| Employer contribution / active EE | $1,456 | $1,708-14.8% | $4,305-66.2% | $2,654-45.1% |
| Participant deferral / active EE | $3,203 | $2,474+29.5% | $5,540-42.2% | $4,375-26.8% |
| Admin fee / account holder | $140 | $846-83.4% | $14,329-99.0% | $834-83.2% |