See peer percentile detail. $4.99 for your first month.
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See the 6-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 Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 53 · EIN 47-0663374 | Insurance Commissions | $31,322 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $30,999 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,278 | $64,119+0.2% | $112,228-42.7% | $66,914-3.9% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.1%-28.9pp | 69.8%-23.6pp |
| Annual return | -13.81% | -13.81%0pp | 27.45%-41.3pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,217 | $3,005+7.0% | $3,635-11.5% | $2,544+26.4% |
| Participant deferral / active EE | $6,288 | $3,693+70.3% | $4,728+33.0% | $4,237+48.4% |
| Admin fee / account holder | $309 | $625-50.6% | $6,410-95.2% | $593-47.9% |