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 INS. CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $2,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,703 | $52,884-45.7% | $84,750-66.1% | $55,167-48.0% |
| Participation rate | 47.2% | 67.5%-20.3pp | 76.6%-29.4pp | 69.0%-21.8pp |
| Annual return | 6.18% | 18.03%-11.8pp | 22.78%-16.6pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,309 | $2,644-50.5% | $3,712-64.7% | $3,054-57.1% |
| Admin fee / account holder | $22 | $581-96.2% | $5,332-99.6% | $504-95.7% |