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 CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 55 5900 'O' STREET 4TH FLOOR · LINCOLN, NE 68505 | Other Commissions | $15,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,875 |
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 | $90,990 | $57,096+59.4% | $94,224-3.4% | $55,191+64.9% |
| Participation rate | 89.2% | 75.7%+13.5pp | 78.8%+10.4pp | 69.2%+20.0pp |
| Annual return | -0.43% | 159.65%-160.1pp | 10.68%-11.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,075 | $1,708+21.5% | $3,587-42.1% | $1,899+9.3% |
| Participant deferral / active EE | $7,208 | $3,165+127.7% | $4,320+66.9% | $3,046+136.6% |
| Admin fee / account holder | $17 | $89-81.1% | $6,269-99.7% | $91-81.4% |