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) | $9,935 |
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 | $13,479 | $47,126-71.4% | $149,673-91.0% | $74,419-81.9% |
| Participation rate | 71.2% | 63.4%+7.8pp | 78.8%-7.5pp | 70.7%+0.5pp |
| Annual return | 15.13% | 22.75%-7.6pp | 134.42%-119.3pp | 34.38%-19.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,036 | $2,728-62.0% | $5,680-81.8% | $4,528-77.1% |
| Admin fee / account holder | $18 | $343-94.7% | $13,210-99.9% | $348-94.7% |