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 | $451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,493 | $55,449+5.5% | $83,848-30.2% | $56,287+3.9% |
| Participation rate | 63.8% | 68.0%-4.2pp | 76.1%-12.4pp | 69.9%-6.1pp |
| Annual return | -5.41% | -1.38%-4.0pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,814 | $2,430-25.3% | $3,631-50.0% | $2,111-14.0% |
| Participant deferral / active EE | $2,946 | $2,935+0.4% | $4,082-27.8% | $3,350-12.0% |
| Admin fee / account holder | $5 | $656-99.2% | $5,478-99.9% | $521-99.0% |