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 CORP1+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $30,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,616 | $27,330-68.5% | $67,711-87.3% | $55,191-84.4% |
| Participation rate | 69.3% | 47.5%+21.8pp | 67.5%+1.8pp | 69.2%+0.2pp |
| Annual return | 2.70% | 8.81%-6.1pp | 25.41%-22.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $780 | $855-8.7% | $2,559-69.5% | $1,899-58.9% |
| Participant deferral / active EE | $1,943 | $1,709+13.7% | $3,585-45.8% | $3,046-36.2% |
| Admin fee / account holder | $41 | $109-62.6% | $4,255-99.0% | $91-55.0% |