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 INS. CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $32,311 | $58,726-45.0% | $92,233-65.0% | $62,292-48.1% |
| Participation rate | 50.8% | 68.3%-17.5pp | 76.5%-25.7pp | 69.5%-18.7pp |
| Annual return | 17.82% | 43.62%-25.8pp | 176.28%-158.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,016 | $2,766-63.3% | $3,897-73.9% | $3,169-67.9% |
| Admin fee / account holder | $2 | $556-99.6% | $5,194-100.0% | $479-99.5% |