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 Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,080 | $50,958+57.1% | $74,550+7.4% | $64,186+24.8% |
| Participation rate | 63.2% | 61.1%+2.2pp | 69.1%-5.9pp | 69.6%-6.3pp |
| Annual return | -3.64% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $634 | $1,115-43.1% | $1,961-67.7% | $2,381-73.4% |
| Participant deferral / active EE | $3,118 | $2,301+35.5% | $3,108+0.3% | $3,470-10.1% |
| Admin fee / account holder | $14 | $4,223-99.7% | $5,060-99.7% | $4,888-99.7% |