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 8-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 10 · EIN 74-1625348 | Accounting | $30,248 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; D... | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,336 | $46,173-38.6% | $170,442-83.4% | $69,631-59.3% |
| Participation rate | 38.7% | 63.9%-25.2pp | 83.6%-44.9pp | 70.7%-32.0pp |
| Annual return | 9.44% | 21.62%-12.2pp | 205.93%-196.5pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $437 | $1,610-72.9% | $5,433-92.0% | $2,032-78.5% |
| Participant deferral / active EE | $865 | $2,080-58.4% | $4,939-82.5% | $3,224-73.2% |
| Admin fee / account holder | $115 | $116-0.5% | $13,880-99.2% | $110+4.5% |