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 |
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 | $13,460 | $37,196-63.8% | $154,107-91.3% | $55,725-75.8% |
| Participation rate | 98.4% | 64.1%+34.3pp | 83.0%+15.3pp | 70.9%+27.5pp |
| Annual return | -2.11% | 1319.68%-1321.8pp | 735.12%-737.2pp | 244.93%-247.0pp |
| Employer contribution / active EE | $1,965 | $1,614+21.7% | $5,298-62.9% | $2,078-5.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |