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 CORP2+ years Service code 28 · EIN 47-0098400 | Investment Management | $57,928 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,298 | $43,075+142.1% | $74,583+39.8% | $62,891+65.8% |
| Participation rate | 84.1% | 58.1%+26.1pp | 68.1%+16.0pp | 69.3%+14.8pp |
| Annual return | 5.84% | 17.50%-11.7pp | 20.47%-14.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,834 | $1,498+22.5% | $2,525-27.4% | $2,281-19.6% |
| Participant deferral / active EE | $4,516 | $2,389+89.0% | $3,458+30.6% | $3,203+41.0% |
| Admin fee / account holder | $555 | $2,840-80.4% | $4,138-86.6% | $4,296-87.1% |