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 9-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 | $2,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,388 | $52,467-47.8% | $57,179-52.1% | $55,167-50.4% |
| Participation rate | 67.5% | 75.8%-8.3pp | 75.3%-7.8pp | 69.0%-1.5pp |
| Annual return | 10.97% | 7.72%+3.3pp | 14.59%-3.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $729 | $2,477-70.6% | $2,682-72.8% | $1,963-62.8% |
| Participant deferral / active EE | $1,707 | $2,830-39.7% | $3,096-44.9% | $3,054-44.1% |
| Admin fee / account holder | $17 | $269-93.5% | $3,139-99.4% | $504-96.5% |