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 CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,404 |
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 | $50,856 | $78,422-35.2% | $95,952-47.0% | $79,858-36.3% |
| Participation rate | 46.7% | 73.5%-26.8pp | 77.1%-30.4pp | 69.6%-23.0pp |
| Annual return | 12.72% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,199 | $3,440-65.2% | $4,167-71.2% | $3,740-67.9% |
| Admin fee / account holder | $28 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |