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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $31,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,690 | $58,264+114.0% | $86,612+44.0% | $71,457+74.5% |
| Participation rate | 60.0% | 65.0%-5.0pp | 71.7%-11.7pp | 67.9%-7.9pp |
| Annual return | 13.69% | 21.63%-7.9pp | 591.07%-577.4pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,463 | $2,574-4.3% | $3,022-18.5% | $2,588-4.8% |
| Participant deferral / active EE | $3,882 | $3,436+13.0% | $4,438-12.5% | $4,289-9.5% |
| Admin fee / account holder | $282 | $1,057-73.3% | $5,614-95.0% | $1,587-82.2% |