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 Service code 15 · EIN 47-0098400 | Recordkeeping | $2,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,136 | $91,407+94.9% | $135,903+31.1% | $71,457+149.3% |
| Participation rate | 91.1% | 75.7%+15.4pp | 81.9%+9.2pp | 67.9%+23.2pp |
| Annual return | 19.03% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $5,345 | $3,703+44.3% | $4,856+10.1% | $2,588+106.6% |
| Participant deferral / active EE | $9,921 | $7,092+39.9% | $7,758+27.9% | $4,289+131.3% |
| Admin fee / account holder | $16 | $1,266-98.7% | $10,762-99.8% | $1,587-99.0% |