See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP9+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,179 | $49,693-61.4% | $70,515-72.8% | $74,419-74.2% |
| Participation rate | 51.7% | 64.7%-13.0pp | 68.3%-16.7pp | 70.7%-19.1pp |
| Annual return | 21.62% | 21.22%+0.4pp | 32.77%-11.1pp | 34.38%-12.8pp |
| Employer contribution / active EE | $492 | $1,773-72.3% | $2,973-83.5% | $2,637-81.3% |
| Participant deferral / active EE | $1,701 | $3,376-49.6% | $4,567-62.7% | $4,528-62.4% |
| Admin fee / account holder | $33 | $316-89.6% | $6,412-99.5% | $348-90.6% |