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 | $2,703 |
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 | $12,849 | $47,977-73.2% | $154,107-91.7% | $56,287-77.2% |
| Participation rate | 87.9% | 66.2%+21.8pp | 83.0%+4.9pp | 69.9%+18.1pp |
| Annual return | 8.96% | 3.54%+5.4pp | 735.12%-726.2pp | -9.96%+18.9pp |
| Employer contribution / active EE | $1,196 | $2,169-44.9% | $5,298-77.4% | $2,111-43.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.1% |