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 COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,565 | $63,156-80.1% | $122,332-89.7% | $62,292-79.8% |
| Participation rate | 18.8% | 60.0%-41.2pp | 71.6%-52.8pp | 69.5%-50.7pp |
| Annual return | 105.47% | 20.61%+84.9pp | 30.27%+75.2pp | 28.90%+76.6pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $299 | $2,321-87.1% | $3,287-90.9% | $3,169-90.6% |
| Admin fee / account holder | $13 | $440-97.0% | $5,478-99.8% | $479-97.3% |