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 | $1,128 |
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 | $58,307 | $64,705-9.9% | $62,929-7.3% | $67,986-14.2% |
| Participation rate | 73.1% | 65.6%+7.5pp | 73.1%0pp | 57.2%+15.9pp |
| Annual return | 9.72% | 20.31%-10.6pp | 1063.93%-1054.2pp | 31.67%-21.9pp |
| Employer contribution / active EE | $1,305 | $2,376-45.1% | $2,505-47.9% | $2,019-35.4% |
| Participant deferral / active EE | $3,720 | $3,198+16.3% | $3,888-4.3% | $3,358+10.8% |
| Admin fee / account holder | $7 | $1,428-99.5% | $5,065-99.9% | $3,203-99.8% |