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 | $486,685 |
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 | $13,915 | $37,117-62.5% | $147,614-90.6% | $55,191-74.8% |
| Participation rate | 97.1% | 63.6%+33.5pp | 84.6%+12.5pp | 69.2%+28.0pp |
| Annual return | 0.42% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,825 | $1,620+12.6% | $5,564-67.2% | $1,899-3.9% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |