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 | $2,517 |
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 | $36,909 | $57,976-36.3% | $62,995-41.4% | $62,292-40.7% |
| Participation rate | 80.3% | 75.9%+4.4pp | 74.8%+5.5pp | 69.5%+10.8pp |
| Annual return | 10.40% | 17.54%-7.1pp | 87.57%-77.2pp | 28.90%-18.5pp |
| Employer contribution / active EE | $974 | $2,415-59.7% | $2,759-64.7% | $2,042-52.3% |
| Participant deferral / active EE | $2,461 | $2,956-16.7% | $3,329-26.1% | $3,169-22.3% |
| Admin fee / account holder | $16 | $276-94.4% | $3,600-99.6% | $479-96.8% |