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 COM Service code 19 · EIN 74-1625348 | Securities Custodian | $4,041 |
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 | $9,675 | $55,453-82.6% | $170,442-94.3% | $62,292-84.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.49% | 21.38%-11.9pp | 205.93%-196.4pp | 28.90%-19.4pp |
| Employer contribution / active EE | $1,036 | $2,164-52.1% | $5,433-80.9% | $2,042-49.3% |
| Participant deferral / active EE | $1,273 | $2,303-44.7% | $4,939-74.2% | $3,169-59.8% |
| Admin fee / account holder | $13 | $455-97.1% | $13,880-99.9% | $479-97.2% |