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 CORP10+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,298 | $55,416-52.5% | $75,972-65.4% | $77,643-66.1% |
| Participation rate | 49.1% | 63.6%-14.5pp | 69.1%-20.0pp | 70.6%-21.5pp |
| Annual return | 16.51% | 17.07%-0.6pp | 359.55%-343.0pp | 31.24%-14.7pp |
| Employer contribution / active EE | $451 | $1,788-74.8% | $2,685-83.2% | $2,726-83.5% |
| Participant deferral / active EE | $1,637 | $3,447-52.5% | $4,255-61.5% | $4,647-64.8% |
| Admin fee / account holder | $50 | $414-87.9% | $6,467-99.2% | $430-88.4% |