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 CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,882 | $55,453-71.4% | $170,442-90.7% | $62,292-74.5% |
| Participation rate | 40.2% | 66.4%-26.2pp | 83.6%-43.4pp | 69.5%-29.3pp |
| Annual return | 12.92% | 21.38%-8.5pp | 205.93%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $401 | $2,164-81.5% | $5,433-92.6% | $2,042-80.4% |
| Participant deferral / active EE | $906 | $2,303-60.7% | $4,939-81.7% | $3,169-71.4% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |