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 16 · EIN 74-1625348 | Consulting | $1,903 |
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 | $12,324 | $39,122-68.5% | $57,179-78.4% | $62,891-80.4% |
| Participation rate | 86.0% | 70.5%+15.5pp | 75.3%+10.7pp | 69.3%+16.7pp |
| Annual return | 8.69% | 9.23%-0.5pp | 14.59%-5.9pp | 20.14%-11.4pp |
| Employer contribution / active EE | $590 | $1,874-68.5% | $2,682-78.0% | $2,281-74.2% |
| Participant deferral / active EE | $1,416 | $2,374-40.3% | $3,096-54.3% | $3,203-55.8% |
| Admin fee / account holder | $16 | $2,592-99.4% | $3,139-99.5% | $4,296-99.6% |