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 COM Service code 50 · EIN 74-1625348 | Direct Payment | $3,488 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,757 | $38,969-62.1% | $109,313-86.5% | $55,167-73.2% |
| Participation rate | 23.8% | 58.2%-34.4pp | 71.3%-47.5pp | 69.0%-45.2pp |
| Annual return | 13.97% | 8.26%+5.7pp | 22.07%-8.1pp | 169.23%-155.3pp |
| Employer contribution / active EE | $391 | $1,227-68.1% | $3,892-89.9% | $1,963-80.1% |
| Participant deferral / active EE | $624 | $2,176-71.3% | $3,166-80.3% | $3,054-79.6% |
| Admin fee / account holder | $28 | $501-94.5% | $5,666-99.5% | $504-94.5% |