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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,077 | $62,928-74.5% | $172,739-90.7% | $67,579-76.2% |
| Participation rate | 56.3% | 64.5%-8.1pp | 82.6%-26.3pp | 71.3%-14.9pp |
| Annual return | 15.77% | 30.36%-14.6pp | 802.84%-787.1pp | 378.56%-362.8pp |
| Employer contribution / active EE | $1,259 | $1,636-23.1% | $5,143-75.5% | $2,148-41.4% |
| Participant deferral / active EE | $244 | $2,145-88.6% | $5,198-95.3% | $3,539-93.1% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |