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 CORP11+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $5,385 |
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 | $29,539 | $49,915-40.8% | $154,803-80.9% | $74,304-60.2% |
| Participation rate | 67.9% | 54.0%+13.9pp | 78.1%-10.2pp | 60.3%+7.5pp |
| Annual return | 15.29% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,131 | $1,611-29.8% | $4,305-73.7% | $2,241-49.5% |
| Participant deferral / active EE | $1,738 | $2,255-22.9% | $5,540-68.6% | $3,767-53.9% |
| Admin fee / account holder | $23 | $2,189-98.9% | $14,329-99.8% | $2,969-99.2% |