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 CORP7 years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $32,662 |
THE BENEFIT PRACTICE9 years Service code 14 · EIN 13-4144565 | Plan Administrator | $20,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,371 | $50,815-38.3% | $155,509-79.8% | $77,643-59.6% |
| Participation rate | 79.6% | 63.1%+16.5pp | 78.2%+1.4pp | 70.6%+9.0pp |
| Annual return | 23.87% | 34.80%-10.9pp | 64.67%-40.8pp | 31.24%-7.4pp |
| Employer contribution / active EE | $1,495 | $1,993-25.0% | $4,672-68.0% | $2,726-45.1% |
| Participant deferral / active EE | $4,014 | $2,822+42.2% | $5,626-28.7% | $4,647-13.6% |
| Admin fee / account holder | $123 | $437-71.9% | $15,912-99.2% | $430-71.5% |