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 9-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 CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $17,678 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,049 | $36,916-7.8% | $156,549-78.3% | $57,658-40.9% |
| Participation rate | 30.5% | 63.4%-33.0pp | 84.0%-53.5pp | 70.2%-39.8pp |
| Annual return | 7.52% | 12.38%-4.9pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $536 | $1,571-65.9% | $5,501-90.3% | $1,974-72.8% |
| Participant deferral / active EE | $1,773 | $1,926-7.9% | $4,871-63.6% | $3,061-42.1% |
| Admin fee / account holder | $166 | $82+101.2% | $13,027-98.7% | $95+75.6% |