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 CORP2 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,085 | $65,061-61.4% | $143,757-82.6% | $66,914-62.5% |
| Participation rate | 38.8% | 65.2%-26.3pp | 80.3%-41.5pp | 69.8%-31.0pp |
| Annual return | -19.63% | -11.14%-8.5pp | -0.04%-19.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $829 | $2,361-64.9% | $4,951-83.3% | $2,544-67.4% |
| Participant deferral / active EE | $1,772 | $2,919-39.3% | $5,637-68.6% | $4,237-58.2% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.4% |