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 INSURNACE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,547 | $38,595+5.1% | $80,004-49.3% | $52,331-22.5% |
| Participation rate | 77.9% | 64.5%+13.4pp | 73.0%+4.9pp | 68.1%+9.8pp |
| Annual return | 3.88% | 2.04%+1.8pp | 7.63%-3.8pp | 4.54%-0.7pp |
| Employer contribution / active EE | $1,093 | $1,133-3.5% | $2,473-55.8% | $1,882-41.9% |
| Participant deferral / active EE | $2,966 | $2,318+27.9% | $3,204-7.4% | $3,022-1.9% |
| Admin fee / account holder | $21 | $304-93.1% | $5,033-99.6% | $592-96.4% |