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 | $3,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,318 | $74,552-49.9% | $62,995-40.8% | $69,631-46.4% |
| Participation rate | 39.8% | 78.3%-38.4pp | 74.8%-35.0pp | 70.7%-30.8pp |
| Annual return | 9.99% | 15.77%-5.8pp | 87.57%-77.6pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,335 | $2,974-55.1% | $3,329-59.9% | $3,224-58.6% |
| Admin fee / account holder | $24 | $59-59.4% | $3,600-99.3% | $110-78.2% |