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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP8+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $8,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,926 | $106,236-44.5% | $112,228-47.5% | $64,808-9.1% |
| Participation rate | 40.4% | 71.7%-31.3pp | 75.1%-34.7pp | 71.5%-31.1pp |
| Annual return | -15.00% | -6.02%-9.0pp | 27.45%-42.4pp | 32.82%-47.8pp |
| Employer contribution / active EE | $741 | $3,166-76.6% | $3,635-79.6% | $2,506-70.4% |
| Participant deferral / active EE | $2,416 | $3,785-36.2% | $4,728-48.9% | $4,310-43.9% |
| Admin fee / account holder | $35 | $452-92.2% | $6,410-99.4% | $188-81.1% |