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 | $45,343+38.0% | $150,298-58.4% | $67,986-8.0% |
| Participation rate | 94.3% | 51.9%+42.4pp | 77.8%+16.5pp | 57.2%+37.1pp |
| Annual return | 15.58% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $3,654 | $1,462+149.9% | $4,154-12.0% | $2,019+81.0% |
| Participant deferral / active EE | $4,070 | $2,055+98.1% | $5,453-25.4% | $3,358+21.2% |
| Admin fee / account holder | $30 | $2,250-98.7% | $14,116-99.8% | $3,203-99.1% |