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 INS CO. Service code 18 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Investment management fees paid direc... | $6,162 |
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 | $28,604 | $46,732-38.8% | $156,549-81.7% | $55,167-48.2% |
| Participation rate | 91.2% | 65.8%+25.4pp | 84.0%+7.2pp | 69.0%+22.2pp |
| Annual return | 8.01% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,805 | $2,105-14.2% | $5,501-67.2% | $1,963-8.0% |
| Participant deferral / active EE | $1,915 | $2,204-13.1% | $4,871-60.7% | $3,054-37.3% |
| Admin fee / account holder | $73 | $418-82.6% | $13,027-99.4% | $504-85.5% |