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 CORP2+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $4,574 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,040 | $46,732-76.4% | $156,549-92.9% | $55,167-80.0% |
| Participation rate | 91.3% | 65.8%+25.5pp | 84.0%+7.2pp | 69.0%+22.3pp |
| Annual return | 5.44% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $940 | $2,204-57.3% | $4,871-80.7% | $3,054-69.2% |
| Admin fee / account holder | $42 | $418-89.9% | $13,027-99.7% | $504-91.6% |