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 | $8,658 |
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 | $26,942 | $65,557-58.9% | $64,056-57.9% | $71,457-62.3% |
| Participation rate | 72.4% | 73.2%-0.7pp | 72.3%+0.1pp | 67.9%+4.5pp |
| Annual return | 12.44% | 18.94%-6.5pp | 33.69%-21.2pp | 28.85%-16.4pp |
| Employer contribution / active EE | $1,147 | $2,669-57.0% | $2,747-58.2% | $2,588-55.7% |
| Participant deferral / active EE | $1,147 | $3,626-68.4% | $3,880-70.4% | $4,289-73.3% |
| Admin fee / account holder | $35 | $616-94.4% | $3,068-98.9% | $1,587-97.8% |