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 Service code 15 · EIN 47-0098400 | Recordkeeping | $20,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,186 | $45,031-37.4% | $84,966-66.8% | $77,643-63.7% |
| Participation rate | 79.5% | 48.7%+30.8pp | 67.5%+12.0pp | 70.6%+8.9pp |
| Annual return | 13.12% | 79.22%-66.1pp | 66.38%-53.3pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,049 | $1,609-34.8% | $2,727-61.5% | $2,726-61.5% |
| Participant deferral / active EE | $2,934 | $2,807+4.5% | $4,519-35.1% | $4,647-36.9% |
| Admin fee / account holder | $32 | $912-96.5% | $6,149-99.5% | $430-92.6% |