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 9-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 CORP3+ years Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $1,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $124,661 | $79,523+56.8% | $140,016-11.0% | $56,287+121.5% |
| Participation rate | 93.8% | 85.7%+8.0pp | 87.5%+6.3pp | 69.9%+23.9pp |
| Annual return | 22.90% | 2.39%+20.5pp | 651.12%-628.2pp | -9.96%+32.9pp |
| Employer contribution / active EE | $1,179 | $3,350-64.8% | $5,606-79.0% | $2,111-44.1% |
| Participant deferral / active EE | $7,084 | $5,129+38.1% | $6,927+2.3% | $3,350+111.5% |
| Admin fee / account holder | $12 | $614-98.1% | $10,705-99.9% | $521-97.7% |