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: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $6,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,236 | $37,117-72.4% | $147,614-93.1% | $55,191-81.5% |
| Participation rate | 44.9% | 63.6%-18.7pp | 84.6%-39.7pp | 69.2%-24.2pp |
| Annual return | -1.03% | 3.44%-4.5pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $995 | $1,985-49.9% | $4,895-79.7% | $3,046-67.3% |
| Admin fee / account holder | $24 | $86-71.5% | $11,611-99.8% | $91-73.1% |