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 CORP11+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $8,396 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,553 | $49,915+25.3% | $154,803-59.6% | $74,304-15.8% |
| Participation rate | 94.3% | 54.0%+40.3pp | 78.1%+16.2pp | 60.3%+33.9pp |
| Annual return | 15.58% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,654 | $1,611+126.8% | $4,305-15.1% | $2,241+63.0% |
| Participant deferral / active EE | $4,070 | $2,255+80.5% | $5,540-26.5% | $3,767+8.0% |
| Admin fee / account holder | $30 | $2,189-98.6% | $14,329-99.8% | $2,969-99.0% |