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 | $89,354 |
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS INVESTMENT CORP Service code 22 | Insurance Broker | $49,393 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $14,828 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $9,700 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $3,555 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP. Service code 22 · EIN 47-0663374 | Insurance Broker | $0 |
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 | $92,061 | $82,978+10.9% | $129,995-29.2% | $71,457+28.8% |
| Participation rate | 87.3% | 74.1%+13.2pp | 78.5%+8.8pp | 67.9%+19.4pp |
| Annual return | 16.91% | 20.60%-3.7pp | -137.18%+154.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $4,579 | $2,622+74.7% | $4,320+6.0% | $2,588+77.0% |
| Participant deferral / active EE | $9,644 | $4,432+117.6% | $5,820+65.7% | $4,289+124.9% |
| Admin fee / account holder | $389 | $1,729-77.5% | $10,614-96.3% | $1,587-75.5% |