See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 37 · EIN 74-1625348 | Loan Processing | $122,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,325 | $46,292-28.0% | $143,757-76.8% | $64,808-48.6% |
| Participation rate | 74.7% | 64.2%+10.5pp | 80.3%-5.6pp | 71.5%+3.2pp |
| Annual return | 0.93% | -10.05%+11.0pp | -0.04%+1.0pp | 32.82%-31.9pp |
| Employer contribution / active EE | $538 | $1,910-71.8% | $4,951-89.1% | $2,506-78.5% |
| Participant deferral / active EE | $2,935 | $2,646+11.0% | $5,637-47.9% | $4,310-31.9% |
| Admin fee / account holder | $114 | $154-25.6% | $14,673-99.2% | $188-39.1% |