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 15 · EIN 47-0098400 | Recordkeeping | $1,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,052 | $52,884-37.5% | $84,750-61.0% | $55,167-40.1% |
| Participation rate | 67.4% | 67.5%-0.1pp | 76.6%-9.1pp | 69.0%-1.5pp |
| Annual return | 8.27% | 18.03%-9.8pp | 22.78%-14.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $484 | $2,233-78.3% | $3,574-86.5% | $1,963-75.3% |
| Participant deferral / active EE | $1,231 | $2,644-53.5% | $3,712-66.8% | $3,054-59.7% |
| Admin fee / account holder | $19 | $581-96.7% | $5,332-99.6% | $504-96.2% |