Filed August 19, 2025
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 CORP3+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $880 |
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 | $56,466 | $71,192-20.7% | $117,854-52.1% | $62,292-9.4% |
| Participation rate | 73.3% | 74.2%-1.0pp | 79.7%-6.4pp | 69.5%+3.7pp |
| Annual return | 13.92% | 18.66%-4.7pp | 335.08%-321.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,196 | $1,934-38.2% | $3,786-68.4% | $2,042-41.4% |
| Participant deferral / active EE | $3,682 | $3,189+15.5% | $4,482-17.8% | $3,169+16.2% |
| Admin fee / account holder | $6 | $587-99.1% | $8,020-99.9% | $479-98.9% |