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 CORP3 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $4,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,682 | $86,929+66.4% | $102,423+41.3% | $80,856+78.9% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.4pp | 67.6%+31.3pp |
| Annual return | 15.94% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,349 | $2,369+125.8% | $3,023+76.9% | $2,755+94.2% |
| Participant deferral / active EE | $8,491 | $4,118+106.2% | $5,053+68.0% | $4,296+97.6% |
| Admin fee / account holder | $37 | $8,049-99.5% | $9,451-99.6% | $6,918-99.5% |