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 CORP3+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $67,953 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,142 | $31,424-61.4% | $81,478-85.1% | $69,631-82.6% |
| Participation rate | 70.5% | 50.8%+19.7pp | 68.0%+2.5pp | 70.7%-0.2pp |
| Annual return | 13.40% | 22.44%-9.0pp | 38.78%-25.4pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $753 | $1,029-26.8% | $2,568-70.7% | $2,032-63.0% |
| Participant deferral / active EE | $2,567 | $1,838+39.6% | $3,537-27.4% | $3,224-20.4% |
| Admin fee / account holder | $101 | $103-1.6% | $4,561-97.8% | $110-8.6% |