See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7 years Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $15,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,403 | $78,485-6.5% | $106,213-30.9% | $74,495-1.5% |
| Participation rate | 54.2% | 72.8%-18.6pp | 75.3%-21.0pp | 67.2%-13.0pp |
| Annual return | 11.21% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $972 | $2,523-61.5% | $3,171-69.3% | $2,623-62.9% |
| Participant deferral / active EE | $3,447 | $4,322-20.3% | $5,016-31.3% | $4,346-20.7% |
| Admin fee / account holder | $104 | $2,232-95.3% | $11,033-99.1% | $1,942-94.6% |