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 | $18,180 |
Filed as: ALDRICH RETIREMENT SOLUTIONS, LTD. Service code 49 | Other Services | $0 |
SG ADVISORS4 years Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,686 | $82,664+95.6% | $125,339+29.0% | $68,494+136.1% |
| Participation rate | 95.9% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,341 | $3,381+58.0% | $4,814+11.0% | $2,596+105.7% |
| Participant deferral / active EE | $10,205 | $6,110+67.0% | $7,446+37.0% | $4,027+153.4% |
| Admin fee / account holder | $154 | $6,275-97.5% | $10,010-98.5% | $5,403-97.1% |