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 13-3680944 | Recordkeeping | $10,211 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 28 · EIN 74-1625348 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,503 | $61,272-33.9% | $149,673-72.9% | $71,457-43.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.00% | 35.85%-21.9pp | 134.42%-120.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,684 | $2,917+26.3% | $5,680-35.1% | $4,289-14.1% |
| Admin fee / account holder | $42 | $1,261-96.7% | $13,210-99.7% | $1,587-97.4% |