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 Service code 15 · EIN 47-0098400 | Recordkeeping | $3,256 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,664 | $58,726-46.1% | $92,233-65.7% | $62,292-49.2% |
| Participation rate | 72.4% | 68.3%+4.1pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 17.78% | 43.62%-25.8pp | 176.28%-158.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $517 | $2,392-78.4% | $3,679-85.9% | $2,042-74.7% |
| Participant deferral / active EE | $1,295 | $2,766-53.2% | $3,897-66.8% | $3,169-59.2% |
| Admin fee / account holder | $28 | $556-94.9% | $5,194-99.5% | $479-94.1% |