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 | $26,840 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $12,729 |
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.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,600 | $56,317+236.7% | $71,209+166.3% | $74,304+155.2% |
| Participation rate | 49.0% | 55.1%-6.1pp | 73.8%-24.7pp | 60.3%-11.3pp |
| Annual return | 8.47% | 42.83%-34.4pp | 282.51%-274.0pp | 29.43%-21.0pp |
| Employer contribution / active EE | $3,665 | $2,160+69.7% | $2,721+34.7% | $2,241+63.6% |
| Participant deferral / active EE | $5,880 | $2,788+110.9% | $4,175+40.8% | $3,767+56.1% |
| Admin fee / account holder | $435 | $2,290-81.0% | $5,349-91.9% | $2,969-85.4% |