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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $148,291 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,157 |
Annual investment return 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 | $46,008 | $50,820-9.5% | $155,567-70.4% | $77,671-40.8% |
| Participation rate | 87.0% | 63.1%+23.9pp | 78.2%+8.8pp | 70.6%+16.4pp |
| Annual return | 10.00% | 34.85%-24.8pp | 64.74%-54.7pp | 31.21%-21.2pp |
| Employer contribution / active EE | $1,936 | $1,993-2.9% | $4,674-58.6% | $2,726-29.0% |
| Participant deferral / active EE | $2,827 | $2,823+0.1% | $5,628-49.8% | $4,648-39.2% |
| Admin fee / account holder | $219 | $436-49.8% | $15,916-98.6% | $430-49.1% |