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 |
|---|---|---|
VRSCO2+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $42,363 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $9,168 |
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 | $38,008 | $46,732-18.7% | $156,549-75.7% | $55,167-31.1% |
| Participation rate | 89.0% | 65.8%+23.2pp | 84.0%+5.0pp | 69.0%+20.0pp |
| Annual return | 7.93% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,594 | $2,105+23.2% | $5,501-52.8% | $1,963+32.2% |
| Participant deferral / active EE | $3,192 | $2,204+44.8% | $4,871-34.5% | $3,054+4.5% |
| Admin fee / account holder | $159 | $418-62.0% | $13,027-98.8% | $504-68.4% |