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 CORP4+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $39,185 |
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 | $13,193 | $44,473-70.3% | $76,523-82.8% | $55,725-76.3% |
| Participation rate | 71.2% | 51.0%+20.2pp | 68.0%+3.2pp | 70.9%+0.3pp |
| Annual return | -4.21% | -2.01%-2.2pp | -0.27%-3.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $686 | $1,101-37.7% | $2,647-74.1% | $2,078-67.0% |
| Participant deferral / active EE | $2,154 | $1,988+8.4% | $3,835-43.8% | $3,356-35.8% |
| Admin fee / account holder | $64 | $134-52.0% | $4,848-98.7% | $115-44.1% |