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 CORP5+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,075 |
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 | $65,155 | $86,332-24.5% | $125,175-47.9% | $65,1850% |
| Participation rate | 63.2% | 75.3%-12.1pp | 79.8%-16.6pp | 70.2%-7.0pp |
| Annual return | 20.43% | 27.43%-7.0pp | 43.79%-23.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,402 | $2,040-31.3% | $3,865-63.7% | $2,177-35.6% |
| Participant deferral / active EE | $3,721 | $3,537+5.2% | $4,937-24.6% | $3,514+5.9% |
| Admin fee / account holder | $6 | $609-99.0% | $9,702-99.9% | $847-99.3% |