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 CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,720 | $42,546+70.9% | $71,796+1.3% | $55,167+31.8% |
| Participation rate | 85.2% | 59.1%+26.1pp | 69.1%+16.1pp | 69.0%+16.2pp |
| Annual return | 3.73% | 12.36%-8.6pp | 78.04%-74.3pp | 169.23%-165.5pp |
| Employer contribution / active EE | $1,400 | $803+74.3% | $1,924-27.2% | $1,963-28.6% |
| Participant deferral / active EE | $2,874 | $2,064+39.2% | $2,794+2.9% | $3,054-5.9% |
| Admin fee / account holder | $1 | $650-99.9% | $4,815-100.0% | $504-99.8% |