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 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 | $53,686 | $47,448+13.1% | $94,993-43.5% | $62,292-13.8% |
| Participation rate | 77.5% | 66.5%+11.0pp | 73.9%+3.7pp | 69.5%+8.0pp |
| Annual return | 16.31% | 22.64%-6.3pp | 27.12%-10.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,134 | $1,300-12.7% | $2,603-56.4% | $2,042-44.5% |
| Participant deferral / active EE | $3,069 | $2,375+29.2% | $3,317-7.5% | $3,169-3.2% |
| Admin fee / account holder | $24 | $434-94.4% | $4,960-99.5% | $479-94.9% |