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 CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $8,781 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,150 | $60,989-55.5% | $60,874-55.4% | $66,914-59.4% |
| Participation rate | 78.0% | 74.5%+3.5pp | 73.1%+4.9pp | 69.8%+8.2pp |
| Annual return | -13.60% | -9.60%-4.0pp | 16.90%-30.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,196 | $2,661-55.0% | $2,701-55.7% | $2,544-53.0% |
| Participant deferral / active EE | $1,196 | $3,615-66.9% | $3,817-68.7% | $4,237-71.8% |
| Admin fee / account holder | $34 | $338-89.8% | $3,224-98.9% | $593-94.2% |