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 CORP3+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,164 |
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 | $11,957 | $84,233-85.8% | $170,442-93.0% | $70,131-83.0% |
| Participation rate | 87.6% | 70.8%+16.8pp | 83.6%+4.0pp | 69.5%+18.1pp |
| Annual return | 14.56% | 23.06%-8.5pp | 205.93%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $897 | $3,086-70.9% | $4,939-81.8% | $3,332-73.1% |
| Admin fee / account holder | $30 | $5,698-99.5% | $13,880-99.8% | $4,645-99.3% |