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 INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $6,840 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,894 | $52,953-79.4% | $172,739-93.7% | $65,185-83.3% |
| Participation rate | 88.6% | 66.2%+22.4pp | 82.6%+5.9pp | 70.2%+18.4pp |
| Annual return | 3.94% | 30.12%-26.2pp | 802.84%-798.9pp | 29.38%-25.4pp |
| Employer contribution / active EE | $906 | $2,190-58.6% | $5,143-82.4% | $2,177-58.4% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $15 | $472-96.9% | $13,954-99.9% | $847-98.3% |