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 CORP7+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,916 | $64,119+38.7% | $112,228-20.8% | $66,914+32.9% |
| Participation rate | 62.9% | 68.5%-5.6pp | 75.1%-12.2pp | 69.8%-6.9pp |
| Annual return | -14.88% | -13.81%-1.1pp | 27.45%-42.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,725 | $3,005-9.3% | $3,635-25.0% | $2,544+7.1% |
| Participant deferral / active EE | $4,375 | $3,693+18.5% | $4,728-7.5% | $4,237+3.3% |
| Admin fee / account holder | $12 | $625-98.0% | $6,410-99.8% | $593-97.9% |