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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 PO BOX 16548 · AMARILLO, TX 79105 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,235 | $55,453-58.1% | $170,442-86.4% | $62,292-62.7% |
| Participation rate | 82.2% | 66.4%+15.9pp | 83.6%-1.4pp | 69.5%+12.7pp |
| Annual return | 9.92% | 21.38%-11.5pp | 205.93%-196.0pp | 28.90%-19.0pp |
| Employer contribution / active EE | $945 | $2,164-56.3% | $5,433-82.6% | $2,042-53.7% |
| Participant deferral / active EE | $928 | $2,303-59.7% | $4,939-81.2% | $3,169-70.7% |
| Admin fee / account holder | $19 | $455-95.8% | $13,880-99.9% | $479-96.0% |