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 CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $3,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,516 | $55,472-14.3% | $155,567-69.5% | $74,546-36.3% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.1pp | 67.2%+22.1pp |
| Annual return | 14.42% | 268.72%-254.3pp | 64.74%-50.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $3,513 | $2,269+54.8% | $4,674-24.8% | $2,624+33.9% |
| Participant deferral / active EE | $7,077 | $2,838+149.4% | $5,628+25.8% | $4,347+62.8% |
| Admin fee / account holder | $18 | $1,743-99.0% | $15,916-99.9% | $1,944-99.1% |