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 ANNUNITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $60,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,627 | $36,916+29.0% | $156,549-69.6% | $57,658-17.4% |
| Participation rate | 57.4% | 63.4%-6.0pp | 84.0%-26.6pp | 70.2%-12.8pp |
| Annual return | 7.72% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,534 | $1,571-2.3% | $5,501-72.1% | $1,974-22.3% |
| Participant deferral / active EE | $1,343 | $1,926-30.2% | $4,871-72.4% | $3,061-56.1% |
| Admin fee / account holder | $222 | $82+168.5% | $13,027-98.3% | $95+134.3% |