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 INVESTMENT CORP. Service code 28 · EIN 47-0663374 | Investment Management | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,003 |
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 | $175,685 | $88,122+99.4% | $141,162+24.5% | $67,579+160.0% |
| Participation rate | 99.7% | 76.5%+23.2pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | 23.84% | 75.40%-51.6pp | 71.39%-47.6pp | 378.56%-354.7pp |
| Employer contribution / active EE | $4,438 | $3,224+37.6% | $4,735-6.3% | $2,148+106.6% |
| Participant deferral / active EE | $10,182 | $5,958+70.9% | $6,709+51.8% | $3,539+187.7% |
| Admin fee / account holder | -$6 | $131-104.6% | $10,261-100.1% | $142-104.3% |