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 Service code 15 · EIN 47-0098400 | Recordkeeping | $23,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,127 | $44,989-61.9% | $170,442-90.0% | $77,958-78.0% |
| Participation rate | 15.0% | 64.6%-49.6pp | 83.6%-68.6pp | 71.6%-56.6pp |
| Annual return | 16.75% | 19.61%-2.9pp | 205.93%-189.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $486 | $1,466-66.8% | $5,433-91.1% | $2,310-79.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $76 | $69+9.6% | $13,880-99.5% | $97-22.4% |