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 |
|---|---|---|
Filed as: AMERITAS ADVISORY SERVICES LLC Service code 26 · EIN 47-0098400 | Advisory (Participants) | $22,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,024 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,795 | $106,028+96.9% | $146,958+42.1% | $77,643+168.9% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 15.70% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,867 | $4,063+44.4% | $4,933+18.9% | $2,726+115.2% |
| Participant deferral / active EE | $14,139 | $7,990+77.0% | $8,070+75.2% | $4,647+204.2% |
| Admin fee / account holder | -$2 | $337-100.7% | $12,998-100.0% | $430-100.5% |