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 | $35,541 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $3,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,491 | $60,323+127.9% | $81,812+68.1% | $74,495+84.6% |
| Participation rate | 50.7% | 62.9%-12.2pp | 72.3%-21.6pp | 67.2%-16.5pp |
| Annual return | 22.28% | 16.90%+5.4pp | 773.79%-751.5pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $2,463 | $2,620-6.0% | $2,912-15.4% | $2,623-6.1% |
| Participant deferral / active EE | $3,948 | $3,387+16.5% | $4,319-8.6% | $4,346-9.2% |
| Admin fee / account holder | $332 | $1,486-77.6% | $7,386-95.5% | $1,942-82.9% |