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 13-3689044 | Recordkeeping | $101,745 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 22 | Insurance Broker | $67,299 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $17,051 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $11,475 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 22 · EIN 47-0663374 | Insurance Broker | $0 |
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 | $61,263 | $86,655-29.3% | $119,609-48.8% | $66,914-8.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.22% | -8.00%-9.2pp | -14.97%-2.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $5,570 | $2,536+119.7% | $4,232+31.6% | $2,544+118.9% |
| Participant deferral / active EE | $9,576 | $4,358+119.7% | $5,602+70.9% | $4,237+126.0% |
| Admin fee / account holder | $299 | $755-60.4% | $10,323-97.1% | $593-49.6% |