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 INSURANCE Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $4,587 |
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 | $7,691 | $45,031-82.9% | $84,966-90.9% | $77,643-90.1% |
| Participation rate | 95.6% | 48.7%+46.9pp | 67.5%+28.1pp | 70.6%+25.1pp |
| Annual return | 16.09% | 79.22%-63.1pp | 66.38%-50.3pp | 31.24%-15.1pp |
| Employer contribution / active EE | $730 | $1,609-54.7% | $2,727-73.2% | $2,726-73.2% |
| Participant deferral / active EE | $1,829 | $2,807-34.8% | $4,519-59.5% | $4,647-60.6% |
| Admin fee / account holder | $9 | $912-99.0% | $6,149-99.9% | $430-97.9% |