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 | $3,627 |
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 | $73,770 | $57,976+27.2% | $62,995+17.1% | $62,292+18.4% |
| Participation rate | 15.3% | 75.9%-60.6pp | 74.8%-59.5pp | 69.5%-54.2pp |
| Annual return | 15.16% | 17.54%-2.4pp | 87.57%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $794 | $2,415-67.1% | $2,759-71.2% | $2,042-61.1% |
| Participant deferral / active EE | $2,144 | $2,956-27.5% | $3,329-35.6% | $3,169-32.4% |
| Admin fee / account holder | $43 | $276-84.6% | $3,600-98.8% | $479-91.1% |