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 CORP2+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $34,550 |
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 | $10,775 | $30,599-64.8% | $74,583-85.6% | $57,658-81.3% |
| Participation rate | 72.8% | 49.1%+23.7pp | 68.1%+4.7pp | 70.2%+2.6pp |
| Annual return | 7.77% | 14.24%-6.5pp | 20.47%-12.7pp | 5.13%+2.6pp |
| Employer contribution / active EE | $780 | $1,000-22.0% | $2,525-69.1% | $1,974-60.5% |
| Participant deferral / active EE | $1,850 | $1,805+2.5% | $3,458-46.5% | $3,061-39.5% |
| Admin fee / account holder | $51 | $98-47.5% | $4,138-98.8% | $95-45.5% |