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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $1,862 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,918 | $73,102-76.9% | $123,544-86.3% | $56,287-69.9% |
| Participation rate | 91.3% | 74.3%+17.0pp | 82.3%+9.0pp | 69.9%+21.5pp |
| Annual return | -6.36% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,890 | $2,977-36.5% | $4,628-59.1% | $2,111-10.4% |
| Participant deferral / active EE | $5,174 | $5,423-4.6% | $6,426-19.5% | $3,350+54.4% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |