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 7-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 CORP7+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $12,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,810 | $81,357-54.8% | $75,972-51.5% | $199,593-81.6% |
| Participation rate | 37.2% | 69.9%-32.7pp | 69.1%-31.9pp | 72.0%-34.8pp |
| Annual return | 12.64% | 16.32%-3.7pp | 359.55%-346.9pp | 34.25%-21.6pp |
| Employer contribution / active EE | $880 | $3,341-73.7% | $2,685-67.2% | $3,034-71.0% |
| Participant deferral / active EE | $1,373 | $4,710-70.9% | $4,255-67.7% | $5,087-73.0% |
| Admin fee / account holder | $22 | $144-84.7% | $6,467-99.7% | $269-91.8% |