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 CORP5+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,942 |
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 | $33,571 | $63,114-46.8% | $92,893-63.9% | $65,185-48.5% |
| Participation rate | 81.5% | 68.8%+12.8pp | 76.0%+5.5pp | 70.2%+11.3pp |
| Annual return | 29.53% | 28.75%+0.8pp | 109.41%-79.9pp | 29.38%+0.1pp |
| Employer contribution / active EE | $663 | $2,571-74.2% | $3,653-81.9% | $2,177-69.6% |
| Participant deferral / active EE | $1,825 | $3,108-41.3% | $4,236-56.9% | $3,514-48.0% |
| Admin fee / account holder | $13 | $624-97.9% | $5,794-99.8% | $847-98.5% |