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 | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,166 | $46,173-71.5% | $170,442-92.3% | $69,631-81.1% |
| Participation rate | 94.0% | 63.9%+30.1pp | 83.6%+10.4pp | 70.7%+23.3pp |
| Annual return | 10.88% | 21.62%-10.7pp | 205.93%-195.0pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $1,717 | $1,610+6.7% | $5,433-68.4% | $2,032-15.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |