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 | $6,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,358 | $61,156-79.8% | $185,823-93.3% | $79,386-84.4% |
| Participation rate | 69.5% | 66.6%+2.9pp | 81.7%-12.2pp | 70.7%-1.2pp |
| Annual return | 20.00% | 19.45%+0.6pp | 122.05%-102.0pp | 116.85%-96.8pp |
| Employer contribution / active EE | $969 | $2,321-58.2% | $5,167-81.3% | $2,427-60.1% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $16 | $710-97.7% | $16,237-99.9% | $626-97.4% |