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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $47,024 |
Filed as: AMERITAS INVESTMENT CORP Service code 16 · EIN 47-0663374 | Consulting | $12,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,934 | $55,453+4.5% | $170,442-66.0% | $62,292-7.0% |
| Participation rate | 59.8% | 66.4%-6.6pp | 83.6%-23.8pp | 69.5%-9.8pp |
| Annual return | 16.97% | 21.38%-4.4pp | 205.93%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,815 | $2,164+30.1% | $5,433-48.2% | $2,042+37.8% |
| Participant deferral / active EE | $2,356 | $2,303+2.3% | $4,939-52.3% | $3,169-25.7% |
| Admin fee / account holder | $3 | $455-99.4% | $13,880-100.0% | $479-99.4% |