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 10-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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $1,022 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,450 | $71,883+35.6% | $86,677+12.4% | $68,494+42.3% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -20.24% | 3.52%-23.8pp | 35.91%-56.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $4,951 | $2,173+127.9% | $2,836+74.6% | $2,596+90.7% |
| Participant deferral / active EE | $6,711 | $3,779+77.6% | $4,656+44.2% | $4,027+66.6% |
| Admin fee / account holder | $8 | $6,112-99.9% | $7,493-99.9% | $5,403-99.8% |