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 4-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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Participant communication; Account ma... | $11,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $40,194 | $73,867-45.6% | $143,757-72.0% | $68,494-41.3% |
| Participation rate | 10.2% | 66.7%-56.4pp | 80.3%-70.1pp | 67.9%-57.7pp |
| Annual return | -83.63% | 1.01%-84.6pp | -0.04%-83.6pp | -7.84%-75.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $410 | $3,384-87.9% | $5,637-92.7% | $4,027-89.8% |
| Admin fee / account holder | $1,146 | $5,755-80.1% | $14,673-92.2% | $5,403-78.8% |