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 INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $36,796 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,254 |
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 | $57,654 | $80,753-28.6% | $136,294-57.7% | $62,292-7.4% |
| Participation rate | 97.5% | 73.5%+23.9pp | 81.9%+15.5pp | 69.5%+28.0pp |
| Annual return | 29.38% | 35.83%-6.5pp | 5155.94%-5126.6pp | 28.90%+0.5pp |
| Employer contribution / active EE | $4,415 | $2,884+53.1% | $4,695-6.0% | $2,042+116.2% |
| Participant deferral / active EE | $9,682 | $5,164+87.5% | $6,247+55.0% | $3,169+205.5% |
| Admin fee / account holder | $277 | $525-47.2% | $9,243-97.0% | $479-42.2% |