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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.
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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 CORP9+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $7,115 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,202 | $76,670-47.6% | $96,683-58.4% | $71,457-43.7% |
| Participation rate | 85.4% | 66.6%+18.9pp | 74.3%+11.1pp | 67.9%+17.5pp |
| Annual return | 22.40% | 48.29%-25.9pp | 35.69%-13.3pp | 28.85%-6.4pp |
| Employer contribution / active EE | $733 | $3,031-75.8% | $3,737-80.4% | $2,588-71.7% |
| Participant deferral / active EE | $2,302 | $3,771-39.0% | $4,878-52.8% | $4,289-46.3% |
| Admin fee / account holder | $36 | $2,028-98.2% | $6,730-99.5% | $1,587-97.8% |