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 CORP7 years Service code 15 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,169 | $80,724-26.7% | $103,333-42.7% | $74,495-20.6% |
| Participation rate | 71.9% | 65.7%+6.2pp | 74.5%-2.6pp | 67.2%+4.7pp |
| Annual return | 14.93% | 27.56%-12.6pp | 24.88%-10.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $771 | $3,157-75.6% | $3,868-80.1% | $2,623-70.6% |
| Participant deferral / active EE | $4,229 | $3,860+9.5% | $5,057-16.4% | $4,346-2.7% |
| Admin fee / account holder | $35 | $2,368-98.5% | $8,355-99.6% | $1,942-98.2% |