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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,156 |
Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $21,058 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,085 | $76,670-15.1% | $96,683-32.7% | $71,457-8.9% |
| Participation rate | 50.3% | 66.6%-16.3pp | 74.3%-24.0pp | 67.9%-17.6pp |
| Annual return | -18.09% | 48.29%-66.4pp | 35.69%-53.8pp | 28.85%-46.9pp |
| Employer contribution / active EE | $2,318 | $3,031-23.5% | $3,737-38.0% | $2,588-10.4% |
| Participant deferral / active EE | $4,434 | $3,771+17.6% | $4,878-9.1% | $4,289+3.4% |
| Admin fee / account holder | $416 | $2,028-79.5% | $6,730-93.8% | $1,587-73.8% |