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 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,252 | $52,953-75.0% | $172,739-92.3% | $65,185-79.7% |
| Participation rate | 94.0% | 66.2%+27.8pp | 82.6%+11.3pp | 70.2%+23.8pp |
| Annual return | 5.32% | 30.12%-24.8pp | 802.84%-797.5pp | 29.38%-24.1pp |
| Employer contribution / active EE | $3,091 | $2,190+41.2% | $5,143-39.9% | $2,177+42.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $9 | $472-98.1% | $13,954-99.9% | $847-98.9% |