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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,296 | $47,126-67.5% | $149,673-89.8% | $74,419-79.4% |
| Participation rate | 83.0% | 63.4%+19.6pp | 78.8%+4.2pp | 70.7%+12.2pp |
| Annual return | 14.37% | 22.75%-8.4pp | 134.42%-120.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,495 | $1,905-21.5% | $4,818-69.0% | $2,637-43.3% |
| Participant deferral / active EE | $962 | $2,728-64.8% | $5,680-83.1% | $4,528-78.8% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |