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 CORP6+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $5,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,496 | $91,517-31.7% | $101,248-38.3% | $73,409-14.9% |
| Participation rate | 42.1% | 73.8%-31.6pp | 75.8%-33.7pp | 72.2%-30.0pp |
| Annual return | 17.93% | 17.17%+0.8pp | 46.47%-28.5pp | 59.29%-41.4pp |
| Employer contribution / active EE | $799 | $2,877-72.2% | $3,660-78.2% | $2,234-64.2% |
| Participant deferral / active EE | $2,252 | $3,338-32.5% | $4,370-48.5% | $3,805-40.8% |
| Admin fee / account holder | $29 | $216-86.7% | $5,945-99.5% | $158-81.9% |