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: AMERICAN GENERAL INS AGY INC Service code 53 · EIN 43-1538461 | Insurance Commissions | $25,379 |
Service code 38 · EIN 04-1590850 | Participant Communication | $14,714 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,605 | $30,599+13.1% | $74,583-53.6% | $57,658-40.0% |
| Participation rate | 38.4% | 49.1%-10.7pp | 68.1%-29.7pp | 70.2%-31.8pp |
| Annual return | 96.66% | 14.24%+82.4pp | 20.47%+76.2pp | 5.13%+91.5pp |
| Employer contribution / active EE | $625 | $1,000-37.5% | $2,525-75.3% | $1,974-68.3% |
| Participant deferral / active EE | $1,218 | $1,805-32.5% | $3,458-64.8% | $3,061-60.2% |
| Admin fee / account holder | $96 | $98-1.9% | $4,138-97.7% | $95+1.7% |