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 | $816 |
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 | $72,133 | $63,114+14.3% | $92,893-22.3% | $65,185+10.7% |
| Participation rate | 64.2% | 68.8%-4.6pp | 76.0%-11.8pp | 70.2%-6.0pp |
| Annual return | 21.85% | 28.75%-6.9pp | 109.41%-87.6pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,887 | $2,571-26.6% | $3,653-48.4% | $2,177-13.3% |
| Participant deferral / active EE | $3,155 | $3,108+1.5% | $4,236-25.5% | $3,514-10.2% |
| Admin fee / account holder | $9 | $624-98.6% | $5,794-99.9% | $847-99.0% |