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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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS INVESTMENT CORP. Service code 16 · EIN 47-0663374 | Consulting | $30,000 |
BKD, LLP6 years Filed as: LAPORTE Service code 10 · EIN 72-1088864 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,941 |
Annual investment return 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 | $168,016 | $82,202+104.4% | $125,339+34.0% | $64,808+159.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -18.16% | 3.48%-21.6pp | 572.05%-590.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $4,531 | $3,615+25.3% | $4,814-5.9% | $2,506+80.8% |
| Participant deferral / active EE | $11,857 | $7,175+65.3% | $7,446+59.2% | $4,310+175.1% |
| Admin fee / account holder | $7 | $163-95.9% | $10,010-99.9% | $188-96.4% |