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 CORP4+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $4,823 |
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 | $27,193 | $55,449-51.0% | $83,848-67.6% | $56,287-51.7% |
| Participation rate | 75.2% | 68.0%+7.1pp | 76.1%-1.0pp | 69.9%+5.3pp |
| Annual return | -5.56% | -1.38%-4.2pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $572 | $2,430-76.5% | $3,631-84.3% | $2,111-72.9% |
| Participant deferral / active EE | $1,536 | $2,935-47.7% | $4,082-62.4% | $3,350-54.2% |
| Admin fee / account holder | $36 | $656-94.6% | $5,478-99.3% | $521-93.1% |