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 CORP5+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $25 |
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 | $15,681 | $48,570-67.7% | $130,648-88.0% | $72,985-78.5% |
| Participation rate | 26.9% | 58.6%-31.7pp | 71.7%-44.9pp | 69.5%-42.6pp |
| Annual return | 22.08% | 38.63%-16.6pp | 1708.96%-1686.9pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $317 | $2,384-86.7% | $3,603-91.2% | $3,607-91.2% |
| Admin fee / account holder | $1 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |