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 | $3,942 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,057 | $60,323-35.3% | $81,812-52.3% | $74,495-47.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 3.66% | 16.90%-13.2pp | 773.79%-770.1pp | 1364.94%-1361.3pp |
| Employer contribution / active EE | $4,779 | $2,620+82.4% | $2,912+64.1% | $2,623+82.2% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $20 | $1,486-98.6% | $7,386-99.7% | $1,942-99.0% |