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 CORP9+ years Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $4,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,907 | $122,239+6.3% | $184,203-29.5% | $74,495+74.4% |
| Participation rate | 94.7% | 85.5%+9.2pp | 86.8%+7.9pp | 67.2%+27.5pp |
| Annual return | 13.66% | 19.95%-6.3pp | 28.81%-15.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,885 | $4,537-14.4% | $6,427-39.5% | $2,623+48.1% |
| Participant deferral / active EE | $9,253 | $7,139+29.6% | $9,131+1.3% | $4,346+112.9% |
| Admin fee / account holder | $29 | $1,260-97.7% | $13,901-99.8% | $1,942-98.5% |