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 | $19,078 |
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 | $27,539 | $47,977-42.6% | $154,107-82.1% | $56,287-51.1% |
| Participation rate | 65.9% | 66.2%-0.3pp | 83.0%-17.2pp | 69.9%-4.0pp |
| Annual return | 7.01% | 3.54%+3.5pp | 735.12%-728.1pp | -9.96%+17.0pp |
| Employer contribution / active EE | $660 | $2,169-69.6% | $5,298-87.5% | $2,111-68.7% |
| Participant deferral / active EE | $2,042 | $2,392-14.6% | $5,081-59.8% | $3,350-39.0% |
| Admin fee / account holder | $78 | $438-82.3% | $13,411-99.4% | $521-85.1% |