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 CORP3+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $5,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,535 | $60,545-13.2% | $92,233-43.0% | $69,631-24.6% |
| Participation rate | 37.6% | 72.2%-34.6pp | 76.5%-38.9pp | 70.7%-33.1pp |
| Annual return | 15.81% | 19.71%-3.9pp | 176.28%-160.5pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $629 | $2,633-76.1% | $3,679-82.9% | $2,032-69.0% |
| Participant deferral / active EE | $1,776 | $2,828-37.2% | $3,897-54.4% | $3,224-44.9% |
| Admin fee / account holder | $35 | $145-76.1% | $5,194-99.3% | $110-68.7% |