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 INVESTMENT CORP Service code 55 PO BOX 5507 · LINCOLN, NE 68505 | Other Commissions | $25,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,786 |
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 | $25,042 | $80,177-68.8% | $123,892-79.8% | $57,658-56.6% |
| Participation rate | 88.2% | 74.4%+13.7pp | 81.4%+6.8pp | 70.2%+17.9pp |
| Annual return | 11.75% | 17.90%-6.2pp | 47.52%-35.8pp | 5.13%+6.6pp |
| Employer contribution / active EE | $2,353 | $2,913-19.2% | $4,617-49.0% | $1,974+19.2% |
| Participant deferral / active EE | $6,742 | $5,130+31.4% | $5,984+12.7% | $3,061+120.3% |
| Admin fee / account holder | $23 | $106-78.0% | $8,357-99.7% | $95-75.3% |