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 | $2,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,827 | $37,196-41.3% | $154,107-85.8% | $55,725-60.8% |
| Participation rate | 68.2% | 64.1%+4.1pp | 83.0%-14.9pp | 70.9%-2.7pp |
| Annual return | 1.79% | 1319.68%-1317.9pp | 735.12%-733.3pp | 244.93%-243.1pp |
| Employer contribution / active EE | $1,442 | $1,614-10.7% | $5,298-72.8% | $2,078-30.6% |
| Participant deferral / active EE | $1,256 | $2,068-39.3% | $5,081-75.3% | $3,356-62.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |