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 | $32,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,932 | $78,422-12.1% | $95,952-28.2% | $79,858-13.7% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 9.92% | 19.37%-9.4pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $636 | $1,945-67.3% | $2,541-75.0% | $2,471-74.3% |
| Participant deferral / active EE | $4,842 | $3,440+40.8% | $4,167+16.2% | $3,740+29.5% |
| Admin fee / account holder | $363 | $5,622-93.5% | $6,795-94.7% | $5,306-93.2% |