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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $8,242 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,573 | $61,272-66.4% | $149,673-86.3% | $71,457-71.2% |
| Participation rate | 84.5% | 62.5%+22.0pp | 78.8%+5.7pp | 67.9%+16.6pp |
| Annual return | 8.04% | 35.85%-27.8pp | 134.42%-126.4pp | 28.85%-20.8pp |
| Employer contribution / active EE | $2,441 | $2,378+2.6% | $4,818-49.3% | $2,588-5.7% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $30 | $1,261-97.6% | $13,210-99.8% | $1,587-98.1% |