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 CORP11+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,531 | $86,944-41.9% | $107,525-53.0% | $74,304-32.0% |
| Participation rate | 91.1% | 59.6%+31.5pp | 75.1%+16.0pp | 60.3%+30.7pp |
| Annual return | 14.88% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,006 | $2,757-63.5% | $3,754-73.2% | $2,241-55.1% |
| Participant deferral / active EE | $3,586 | $3,554+0.9% | $5,116-29.9% | $3,767-4.8% |
| Admin fee / account holder | $18 | $3,727-99.5% | $8,919-99.8% | $2,969-99.4% |