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 CORP6+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $38,457 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,436 | $39,948-48.8% | $89,391-77.1% | $73,409-72.2% |
| Participation rate | 75.1% | 50.4%+24.6pp | 68.0%+7.1pp | 72.2%+2.9pp |
| Annual return | 15.84% | 50.12%-34.3pp | 245.62%-229.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $795 | $1,200-33.7% | $2,586-69.2% | $2,234-64.4% |
| Participant deferral / active EE | $2,426 | $2,193+10.6% | $3,890-37.6% | $3,805-36.3% |
| Admin fee / account holder | $61 | $134-54.3% | $4,881-98.7% | $158-61.2% |