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 CORP8+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $57,832 |
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 | $20,460 | $34,677-41.0% | $77,024-73.4% | $64,808-68.4% |
| Participation rate | 79.3% | 49.8%+29.5pp | 67.9%+11.4pp | 71.5%+7.9pp |
| Annual return | -14.89% | -5.33%-9.6pp | 42.32%-57.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $993 | $1,370-27.5% | $2,812-64.7% | $2,506-60.4% |
| Participant deferral / active EE | $2,964 | $2,556+15.9% | $4,426-33.0% | $4,310-31.2% |
| Admin fee / account holder | $92 | $179-48.6% | $5,425-98.3% | $188-51.1% |