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 Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,546 | $63,114-61.1% | $92,893-73.6% | $65,185-62.3% |
| Participation rate | 56.5% | 68.8%-12.3pp | 76.0%-19.5pp | 70.2%-13.7pp |
| Annual return | 18.51% | 28.75%-10.2pp | 109.41%-90.9pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,942 | $2,571-24.5% | $3,653-46.8% | $2,177-10.8% |
| Participant deferral / active EE | $3,239 | $3,108+4.2% | $4,236-23.5% | $3,514-7.8% |
| Admin fee / account holder | $1 | $624-99.9% | $5,794-100.0% | $847-99.9% |