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 Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,776 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,093 | $52,884-58.2% | $84,750-73.9% | $55,167-60.0% |
| Participation rate | 86.3% | 67.5%+18.7pp | 76.6%+9.7pp | 69.0%+17.3pp |
| Annual return | 8.07% | 18.03%-10.0pp | 22.78%-14.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,121 | $2,233-49.8% | $3,574-68.6% | $1,963-42.9% |
| Participant deferral / active EE | $2,427 | $2,644-8.2% | $3,712-34.6% | $3,054-20.5% |
| Admin fee / account holder | $9 | $581-98.4% | $5,332-99.8% | $504-98.2% |