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 RETIREMENT PLANS OF NY Service code 15 · EIN 13-3758127 | Recordkeeping | $10,329 |
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 | $61,787 | $49,138+25.7% | $84,015-26.5% | $65,185-5.2% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 70.2%-20.2pp |
| Annual return | 20.28% | 23.00%-2.7pp | 71.31%-51.0pp | 29.38%-9.1pp |
| Employer contribution / active EE | $119 | $914-87.0% | $1,983-94.0% | $2,177-94.5% |
| Participant deferral / active EE | $3,587 | $2,397+49.6% | $3,239+10.7% | $3,514+2.1% |
| Admin fee / account holder | $178 | $543-67.2% | $6,101-97.1% | $847-78.9% |