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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,418 | $61,156-51.9% | $185,823-84.2% | $79,386-62.9% |
| Participation rate | 47.3% | 66.6%-19.3pp | 81.7%-34.4pp | 70.7%-23.4pp |
| Annual return | 18.95% | 19.45%-0.5pp | 122.05%-103.1pp | 116.85%-97.9pp |
| Employer contribution / active EE | $666 | $2,321-71.3% | $5,167-87.1% | $2,427-72.6% |
| Participant deferral / active EE | $1,811 | $2,789-35.0% | $5,568-67.5% | $4,046-55.2% |
| Admin fee / account holder | $8 | $710-98.9% | $16,237-100.0% | $626-98.8% |