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 | $5,722 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,528 | $52,467-34.2% | $57,179-39.6% | $55,167-37.4% |
| Participation rate | 86.4% | 75.8%+10.6pp | 75.3%+11.1pp | 69.0%+17.4pp |
| Annual return | 0.65% | 7.72%-7.1pp | 14.59%-13.9pp | 169.23%-168.6pp |
| Employer contribution / active EE | $1,008 | $2,477-59.3% | $2,682-62.4% | $1,963-48.6% |
| Participant deferral / active EE | $2,745 | $2,830-3.0% | $3,096-11.3% | $3,054-10.1% |
| Admin fee / account holder | $38 | $269-85.9% | $3,139-98.8% | $504-92.5% |