See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP9+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $6,426 |
Filed as: MESIROW FINANCIAL INVESTMENT, MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $6,398 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,870 | $59,417-80.0% | $93,606-87.3% | $74,495-84.1% |
| Participation rate | 76.4% | 59.7%+16.8pp | 68.7%+7.7pp | 67.2%+9.2pp |
| Annual return | 23.29% | 81.83%-58.5pp | 133.20%-109.9pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $423 | $1,264-66.5% | $2,420-82.5% | $2,623-83.9% |
| Participant deferral / active EE | $1,665 | $3,050-45.4% | $4,411-62.3% | $4,346-61.7% |
| Admin fee / account holder | $82 | $3,021-97.3% | $8,285-99.0% | $1,942-95.8% |