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 | $1,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,176 | $77,660+36.7% | $109,143-2.7% | $79,386+33.7% |
| Participation rate | 57.6% | 67.8%-10.2pp | 75.9%-18.3pp | 70.7%-13.1pp |
| Annual return | 15.61% | 23.44%-7.8pp | 25.75%-10.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $2,022 | $2,797-27.7% | $3,722-45.7% | $2,427-16.7% |
| Participant deferral / active EE | $3,378 | $3,518-4.0% | $4,653-27.4% | $4,046-16.5% |
| Admin fee / account holder | $16 | $732-97.9% | $6,752-99.8% | $626-97.5% |