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 8-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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,109 | $40,522-92.3% | $84,611-96.3% | $67,579-95.4% |
| Participation rate | 29.8% | 51.1%-21.3pp | 68.2%-38.4pp | 71.3%-41.5pp |
| Annual return | 26.16% | 32.72%-6.6pp | 258.74%-232.6pp | 378.56%-352.4pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $526 | $2,132-75.3% | $3,899-86.5% | $3,539-85.1% |
| Admin fee / account holder | $19 | $145-87.1% | $4,912-99.6% | $142-86.9% |