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 CORP2+ years Service code 28 · EIN 47-0098400 | Investment Management | $42,365 |
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 | $15,597 | $50,643-69.2% | $106,619-85.4% | $55,167-71.7% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.0%-3.0pp | 69.0%+6.0pp |
| Annual return | 14.70% | 7.02%+7.7pp | 9.42%+5.3pp | 169.23%-154.5pp |
| Employer contribution / active EE | $655 | $1,626-59.7% | $3,947-83.4% | $1,963-66.6% |
| Participant deferral / active EE | $1,547 | $2,208-29.9% | $3,930-60.6% | $3,054-49.3% |
| Admin fee / account holder | $200 | $488-59.0% | $6,418-96.9% | $504-60.3% |