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 | $80,717-59.4% | $154,803-78.9% | $84,808-61.4% |
| Participation rate | 82.2% | 66.8%+15.4pp | 78.1%+4.1pp | 68.3%+13.9pp |
| Annual return | 14.34% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $729 | $2,761-73.6% | $4,305-83.1% | $2,631-72.3% |
| Participant deferral / active EE | $775 | $3,303-76.5% | $5,540-86.0% | $4,212-81.6% |
| Admin fee / account holder | $8 | $6,746-99.9% | $14,329-99.9% | $7,344-99.9% |