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 Service code 15 · EIN 47-0098400 | Recordkeeping | $4,035 |
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 | $58,453 | $72,492-19.4% | $87,100-32.9% | $72,985-19.9% |
| Participation rate | 87.6% | 72.8%+14.8pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 16.47% | 24.46%-8.0pp | 28.19%-11.7pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,307 | $1,894-31.0% | $2,521-48.1% | $2,440-46.4% |
| Participant deferral / active EE | $4,525 | $3,270+38.4% | $4,049+11.8% | $3,607+25.4% |
| Admin fee / account holder | $230 | $5,055-95.4% | $7,497-96.9% | $5,124-95.5% |