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 Service code 15 · EIN 47-0098400 | Recordkeeping | $9,568 |
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 | $19,927 | $36,916-46.0% | $156,549-87.3% | $57,658-65.4% |
| Participation rate | 99.7% | 63.4%+36.3pp | 84.0%+15.7pp | 70.2%+29.5pp |
| Annual return | 8.42% | 12.38%-4.0pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,068 | $1,571+31.7% | $5,501-62.4% | $1,974+4.8% |
| Participant deferral / active EE | $1,105 | $1,926-42.6% | $4,871-77.3% | $3,061-63.9% |
| Admin fee / account holder | $26 | $82-68.4% | $13,027-99.8% | $95-72.4% |