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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $1,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,902 | $80,968+46.8% | $96,544+23.2% | $75,163+58.2% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 23.82% | 27.06%-3.2pp | 25.84%-2.0pp | 160.62%-136.8pp |
| Employer contribution / active EE | $5,116 | $2,282+124.2% | $2,965+72.5% | $2,670+91.6% |
| Participant deferral / active EE | $7,697 | $3,928+96.0% | $4,851+58.7% | $4,125+86.6% |
| Admin fee / account holder | $10 | $6,724-99.8% | $8,252-99.9% | $5,651-99.8% |