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 Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $1,284 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1 |
ANEW 401K TPA LLC1 year Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,199 | $80,753-56.4% | $136,294-74.2% | $62,292-43.5% |
| Participation rate | 82.1% | 73.5%+8.6pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 20.93% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,683 | $2,884-41.6% | $4,695-64.2% | $2,042-17.6% |
| Participant deferral / active EE | $4,182 | $5,164-19.0% | $6,247-33.1% | $3,169+32.0% |
| Admin fee / account holder | $38 | $525-92.9% | $9,243-99.6% | $479-92.2% |