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 CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $925 |
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 | $53,958 | $55,453-2.7% | $170,442-68.3% | $62,292-13.4% |
| Participation rate | 76.9% | 66.4%+10.5pp | 83.6%-6.7pp | 69.5%+7.3pp |
| Annual return | 20.57% | 21.38%-0.8pp | 205.93%-185.4pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,717 | $2,164-20.6% | $5,433-68.4% | $2,042-15.9% |
| Participant deferral / active EE | $3,459 | $2,303+50.2% | $4,939-30.0% | $3,169+9.1% |
| Admin fee / account holder | $4 | $455-99.1% | $13,880-100.0% | $479-99.2% |