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 7-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: THE VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Contract Administrator | $10,806 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,201 | $40,385-84.6% | $80,569-92.3% | $74,419-91.7% |
| Participation rate | 71.6% | 47.4%+24.2pp | 67.0%+4.6pp | 70.7%+0.9pp |
| Annual return | 22.47% | 164.85%-142.4pp | 935.43%-913.0pp | 34.38%-11.9pp |
| Employer contribution / active EE | $626 | $1,496-58.1% | $2,723-77.0% | $2,637-76.3% |
| Participant deferral / active EE | $1,635 | $2,674-38.8% | $4,447-63.2% | $4,528-63.9% |
| Admin fee / account holder | $24 | $720-96.7% | $5,377-99.6% | $348-93.2% |