See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 CORP10+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,666 | $80,724-39.7% | $103,333-52.9% | $74,495-34.7% |
| Participation rate | 88.8% | 65.7%+23.1pp | 74.5%+14.3pp | 67.2%+21.6pp |
| Annual return | 17.53% | 27.56%-10.0pp | 24.88%-7.4pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $785 | $3,157-75.1% | $3,868-79.7% | $2,623-70.1% |
| Participant deferral / active EE | $3,141 | $3,860-18.6% | $5,057-37.9% | $4,346-27.7% |
| Admin fee / account holder | $15 | $2,368-99.4% | $8,355-99.8% | $1,942-99.2% |