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 | $7,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,451 | $37,196-37.0% | $154,107-84.8% | $55,725-57.9% |
| Participation rate | 41.8% | 64.1%-22.3pp | 83.0%-41.2pp | 70.9%-29.0pp |
| Annual return | -1.99% | 1319.68%-1321.7pp | 735.12%-737.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $521 | $1,614-67.7% | $5,298-90.2% | $2,078-74.9% |
| Participant deferral / active EE | $909 | $2,068-56.1% | $5,081-82.1% | $3,356-72.9% |
| Admin fee / account holder | $21 | $102-79.3% | $13,411-99.8% | $115-81.7% |