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 | $11,821 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,055 | $66,457-8.1% | $81,382-25.0% | $77,643-21.4% |
| Participation rate | 87.8% | 68.7%+19.0pp | 69.5%+18.3pp | 70.6%+17.2pp |
| Annual return | 14.58% | 15.93%-1.4pp | 24.73%-10.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,999 | $2,159+38.9% | $2,463+21.8% | $2,726+10.0% |
| Participant deferral / active EE | $6,178 | $3,679+67.9% | $3,883+59.1% | $4,647+32.9% |
| Admin fee / account holder | $38 | $583-93.5% | $5,768-99.3% | $430-91.2% |