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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,951 | $52,293-67.6% | $178,490-90.5% | $73,409-76.9% |
| Participation rate | 68.6% | 65.3%+3.3pp | 81.9%-13.3pp | 72.2%-3.5pp |
| Annual return | 12.66% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,055 | $1,735-39.2% | $5,011-79.0% | $2,234-52.8% |
| Participant deferral / active EE | $660 | $2,332-71.7% | $5,202-87.3% | $3,805-82.6% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |