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 CORP6+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $29,716 |
AMERITAS LIFE INSURANCE CORP3 years Service code 28 · EIN 47-0098400 | Investment Management | $24,863 |
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 | $47,543 | $52,293-9.1% | $178,490-73.4% | $73,409-35.2% |
| Participation rate | 37.5% | 65.3%-27.9pp | 81.9%-44.5pp | 72.2%-34.7pp |
| Annual return | 17.98% | 34.75%-16.8pp | 151.07%-133.1pp | 59.29%-41.3pp |
| Employer contribution / active EE | $1,016 | $1,735-41.4% | $5,011-79.7% | $2,234-54.5% |
| Participant deferral / active EE | $1,956 | $2,332-16.1% | $5,202-62.4% | $3,805-48.6% |
| Admin fee / account holder | $293 | $127+130.4% | $13,984-97.9% | $158+85.9% |