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 CORP6 years Service code 15 · EIN 47-0098400 | Recordkeeping | $26,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,101 | $106,028-7.5% | $146,958-33.2% | $77,643+26.3% |
| Participation rate | 71.8% | 78.4%-6.6pp | 82.2%-10.3pp | 70.6%+1.2pp |
| Annual return | 17.63% | 56.73%-39.1pp | 418.34%-400.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $3,742 | $4,063-7.9% | $4,933-24.1% | $2,726+37.3% |
| Participant deferral / active EE | $7,651 | $7,990-4.2% | $8,070-5.2% | $4,647+64.6% |
| Admin fee / account holder | $33 | $337-90.3% | $12,998-99.7% | $430-92.4% |