See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $5,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,745 | $87,870-98.0% | $113,168-98.5% | $74,304-97.7% |
| Participation rate | 46.1% | 70.7%-24.6pp | 76.6%-30.4pp | 60.3%-14.2pp |
| Annual return | 13.64% | 26.44%-12.8pp | 24.27%-10.6pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $93 | $4,241-97.8% | $5,107-98.2% | $3,767-97.5% |
| Admin fee / account holder | $47 | $3,368-98.6% | $12,068-99.6% | $2,969-98.4% |