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 | $6,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,209 | $49,915-1.4% | $154,803-68.2% | $74,304-33.8% |
| Participation rate | 54.8% | 54.0%+0.8pp | 78.1%-23.3pp | 60.3%-5.6pp |
| Annual return | 12.20% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,295 | $1,611-19.6% | $4,305-69.9% | $2,241-42.2% |
| Participant deferral / active EE | $1,838 | $2,255-18.5% | $5,540-66.8% | $3,767-51.2% |
| Admin fee / account holder | $39 | $2,189-98.2% | $14,329-99.7% | $2,969-98.7% |