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 CORP7+ years Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $4,208 |
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 | $122,858 | $102,553+19.8% | $151,611-19.0% | $66,914+83.6% |
| Participation rate | 96.6% | 85.5%+11.0pp | 87.5%+9.1pp | 69.8%+26.7pp |
| Annual return | -11.24% | -10.82%-0.4pp | 3.33%-14.6pp | 1.58%-12.8pp |
| Employer contribution / active EE | $2,758 | $4,180-34.0% | $6,166-55.3% | $2,544+8.4% |
| Participant deferral / active EE | $8,702 | $6,641+31.0% | $8,363+4.1% | $4,237+105.4% |
| Admin fee / account holder | $28 | $630-95.6% | $11,616-99.8% | $593-95.4% |