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 CORP10+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $8,183 |
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 | $44,473 | $50,815-12.5% | $155,509-71.4% | $77,643-42.7% |
| Participation rate | 77.9% | 63.1%+14.8pp | 78.2%-0.3pp | 70.6%+7.3pp |
| Annual return | 14.70% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,652 | $1,993-17.1% | $4,672-64.7% | $2,726-39.4% |
| Participant deferral / active EE | $3,741 | $2,822+32.5% | $5,626-33.5% | $4,647-19.5% |
| Admin fee / account holder | $20 | $437-95.3% | $15,912-99.9% | $430-95.2% |