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 INVESTMENT CORP Service code 55 · EIN 47-0663374 | Other Commissions | $71,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,025 |
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 | $50,378 | $67,228-25.1% | $117,854-57.3% | $77,958-35.4% |
| Participation rate | 92.2% | 79.4%+12.8pp | 79.7%+12.5pp | 71.6%+20.5pp |
| Annual return | 162.39% | 19.13%+143.3pp | 335.08%-172.7pp | 20.87%+141.5pp |
| Employer contribution / active EE | $468 | $2,211-78.8% | $3,786-87.6% | $2,310-79.7% |
| Participant deferral / active EE | $2,482 | $3,653-32.1% | $4,482-44.6% | $3,537-29.8% |
| Admin fee / account holder | $8 | $76-89.7% | $8,020-99.9% | $97-92.0% |