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 CORP4 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $830 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,734 | $76,407-57.2% | $150,298-78.2% | $82,448-60.3% |
| Participation rate | 82.2% | 66.4%+15.8pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 14.34% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $729 | $2,614-72.1% | $4,154-82.5% | $2,551-71.4% |
| Participant deferral / active EE | $775 | $3,214-75.9% | $5,453-85.8% | $4,139-81.3% |
| Admin fee / account holder | $8 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |