See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $7,461 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,824 | $37,117-78.9% | $147,614-94.7% | $55,191-85.8% |
| Participation rate | 98.6% | 63.6%+35.0pp | 84.6%+14.0pp | 69.2%+29.4pp |
| Annual return | 2.14% | 3.44%-1.3pp | 61.98%-59.8pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,593 | $1,620-1.7% | $5,564-71.4% | $1,899-16.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $18 | $86-79.4% | $11,611-99.8% | $91-80.6% |