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 CORP8+ years Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $1,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,728 | $130,194-8.8% | $169,993-30.2% | $71,457+66.2% |
| Participation rate | 96.9% | 86.1%+10.7pp | 87.0%+9.9pp | 67.9%+28.9pp |
| Annual return | 17.09% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,242 | $4,381-26.0% | $6,785-52.2% | $2,588+25.3% |
| Participant deferral / active EE | $8,910 | $6,923+28.7% | $10,408-14.4% | $4,289+107.7% |
| Admin fee / account holder | $8 | $966-99.2% | $12,815-99.9% | $1,587-99.5% |