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 CORP1+ years Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $3,417 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,062 | $37,039-67.4% | $147,614-91.8% | $59,188-79.6% |
| Participation rate | 15.4% | 63.8%-48.4pp | 84.6%-69.3pp | 69.4%-54.1pp |
| Annual return | 1.24% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.3pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $450 | $2,094-78.5% | $4,895-90.8% | $3,265-86.2% |
| Admin fee / account holder | $66 | $60+10.3% | $11,611-99.4% | $92-28.0% |