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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,322 | $69,362-60.6% | $101,248-73.0% | $73,488-62.8% |
| Participation rate | 44.1% | 68.4%-24.3pp | 75.8%-31.7pp | 70.7%-26.6pp |
| Annual return | 13.77% | 18.46%-4.7pp | 46.47%-32.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,669 | $3,300-49.4% | $4,370-61.8% | $3,740-55.4% |
| Admin fee / account holder | $19 | $704-97.3% | $5,945-99.7% | $513-96.3% |