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 27 · EIN 84-4383499 | Advisory (Plan) | $14,707 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,186 |
AMERITAS LIFE INSURANCE CORP5 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,243 | $102,317-37.2% | $146,958-56.3% | $80,856-20.5% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 13.67% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,729 | $3,713+27.4% | $4,933-4.1% | $2,755+71.7% |
| Participant deferral / active EE | $10,500 | $6,644+58.1% | $8,070+30.1% | $4,296+144.4% |
| Admin fee / account holder | $112 | $7,941-98.6% | $12,998-99.1% | $6,918-98.4% |