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 | $68,994 |
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.
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 | $4,499 | $37,884-88.1% | $79,464-94.3% | $75,289-94.0% |
| Participation rate | 67.2% | 65.0%+2.2pp | 73.3%-6.1pp | 72.4%-5.2pp |
| Annual return | -7.45% | 1.06%-8.5pp | 718.14%-725.6pp | -0.04%-7.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $627 | $2,569-75.6% | $3,704-83.1% | $3,739-83.2% |
| Admin fee / account holder | $38 | $77-50.6% | $5,113-99.3% | $102-63.1% |