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 | $5,543 |
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 | $10,267 | $58,879-82.6% | $178,490-94.2% | $73,488-86.0% |
| Participation rate | 97.9% | 66.2%+31.7pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 2.73% | 24.86%-22.1pp | 151.07%-148.3pp | 28.51%-25.8pp |
| Employer contribution / active EE | $952 | $2,236-57.4% | $5,011-81.0% | $2,270-58.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14 | $400-96.5% | $13,984-99.9% | $513-97.3% |