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 LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $39,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,161 | $46,732-39.7% | $156,549-82.0% | $55,167-49.0% |
| Participation rate | 51.4% | 65.8%-14.4pp | 84.0%-32.6pp | 69.0%-17.6pp |
| Annual return | 10.10% | 17.72%-7.6pp | 32.23%-22.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,181 | $2,105-43.9% | $5,501-78.5% | $1,963-39.8% |
| Participant deferral / active EE | $2,261 | $2,204+2.6% | $4,871-53.6% | $3,054-26.0% |
| Admin fee / account holder | $258 | $418-38.4% | $13,027-98.0% | $504-48.9% |