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 CORP3+ 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 | $81,795 | $42,548+92.2% | $74,550+9.7% | $56,287+45.3% |
| Participation rate | 87.9% | 60.5%+27.4pp | 69.1%+18.7pp | 69.9%+18.0pp |
| Annual return | 3.12% | 12.40%-9.3pp | 32.53%-29.4pp | -9.96%+13.1pp |
| Employer contribution / active EE | $1,462 | $855+71.0% | $1,961-25.4% | $2,111-30.7% |
| Participant deferral / active EE | $3,100 | $2,277+36.1% | $3,108-0.3% | $3,350-7.5% |
| Admin fee / account holder | $70 | $467-85.1% | $5,060-98.6% | $521-86.6% |