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 CORP5+ 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 | $78,323 | $54,573+43.5% | $90,951-13.9% | $73,488+6.6% |
| Participation rate | 92.4% | 61.2%+31.2pp | 69.0%+23.4pp | 70.7%+21.7pp |
| Annual return | 8.28% | 16.69%-8.4pp | 134.60%-126.3pp | 28.51%-20.2pp |
| Employer contribution / active EE | $1,610 | $991+62.3% | $2,122-24.1% | $2,270-29.1% |
| Participant deferral / active EE | $3,488 | $2,517+38.6% | $3,373+3.4% | $3,740-6.7% |
| Admin fee / account holder | $4 | $521-99.2% | $5,959-99.9% | $513-99.1% |