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 CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
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 | $83,646 | $51,466+62.5% | $78,778+6.2% | $62,292+34.3% |
| Participation rate | 87.8% | 59.8%+28.0pp | 69.2%+18.6pp | 69.5%+18.3pp |
| Annual return | 17.37% | 19.96%-2.6pp | 35.62%-18.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,403 | $827+69.6% | $1,986-29.3% | $2,042-31.3% |
| Participant deferral / active EE | $3,036 | $2,147+41.4% | $2,958+2.6% | $3,169-4.2% |
| Admin fee / account holder | $0 | $489-99.9% | $5,134-100.0% | $479-99.9% |