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 CORP1+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $3,268 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,475 | $39,458-73.5% | $60,547-82.7% | $55,191-81.0% |
| Participation rate | 22.3% | 59.6%-37.3pp | 68.0%-45.7pp | 69.2%-46.9pp |
| Annual return | -0.09% | 3.35%-3.4pp | 335.64%-335.7pp | 10.78%-10.9pp |
| Employer contribution / active EE | $359 | $1,210-70.3% | $2,419-85.2% | $1,899-81.1% |
| Participant deferral / active EE | $589 | $2,140-72.5% | $3,328-82.3% | $3,046-80.7% |
| Admin fee / account holder | $26 | $95-72.7% | $4,536-99.4% | $91-71.4% |