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 |
|---|---|---|
VRSCO3+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $48,211 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $8,176 |
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 | $39,476 | $55,453-28.8% | $170,442-76.8% | $62,292-36.6% |
| Participation rate | 87.3% | 66.4%+21.0pp | 83.6%+3.7pp | 69.5%+17.8pp |
| Annual return | 12.99% | 21.38%-8.4pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,319 | $2,164+7.2% | $5,433-57.3% | $2,042+13.6% |
| Participant deferral / active EE | $2,996 | $2,303+30.1% | $4,939-39.3% | $3,169-5.5% |
| Admin fee / account holder | $162 | $455-64.5% | $13,880-98.8% | $479-66.3% |