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 COM Service code 19 · EIN 74-1625348 2929 ALLEN PKWY · HOUSTON, TX 77019 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,143 | $46,732-71.9% | $156,549-91.6% | $55,167-76.2% |
| Participation rate | 94.5% | 65.8%+28.7pp | 84.0%+10.5pp | 69.0%+25.6pp |
| Annual return | 33.53% | 17.72%+15.8pp | 32.23%+1.3pp | 169.23%-135.7pp |
| Employer contribution / active EE | $2,356 | $2,105+11.9% | $5,501-57.2% | $1,963+20.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |