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 CORP6+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,344 |
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 | $46,216 | $69,362-33.4% | $101,248-54.4% | $73,488-37.1% |
| Participation rate | 86.5% | 68.4%+18.1pp | 75.8%+10.7pp | 70.7%+15.8pp |
| Annual return | 20.01% | 18.46%+1.5pp | 46.47%-26.5pp | 28.51%-8.5pp |
| Employer contribution / active EE | $865 | $2,628-67.1% | $3,660-76.4% | $2,270-61.9% |
| Participant deferral / active EE | $2,485 | $3,300-24.7% | $4,370-43.1% | $3,740-33.6% |
| Admin fee / account holder | $17 | $704-97.6% | $5,945-99.7% | $513-96.7% |