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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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Account maintenance fees; Participant... | $25,137 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,274 | $106,236-80.9% | $112,228-81.9% | $64,808-68.7% |
| Participation rate | 82.7% | 71.7%+11.0pp | 75.1%+7.6pp | 71.5%+11.2pp |
| Annual return | -18.11% | -6.02%-12.1pp | 27.45%-45.6pp | 32.82%-50.9pp |
| Employer contribution / active EE | $1,282 | $3,166-59.5% | $3,635-64.7% | $2,506-48.8% |
| Participant deferral / active EE | $3,144 | $3,785-16.9% | $4,728-33.5% | $4,310-27.1% |
| Admin fee / account holder | $116 | $452-74.3% | $6,410-98.2% | $188-38.2% |