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 CORP3+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,606 |
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 | $24,252 | $58,726-58.7% | $92,233-73.7% | $62,292-61.1% |
| Participation rate | 87.9% | 68.3%+19.5pp | 76.5%+11.4pp | 69.5%+18.3pp |
| Annual return | 17.14% | 43.62%-26.5pp | 176.28%-159.1pp | 28.90%-11.8pp |
| Employer contribution / active EE | $716 | $2,392-70.0% | $3,679-80.5% | $2,042-64.9% |
| Participant deferral / active EE | $1,987 | $2,766-28.1% | $3,897-49.0% | $3,169-37.3% |
| Admin fee / account holder | $8 | $556-98.6% | $5,194-99.9% | $479-98.4% |