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 CO Service code 19 · EIN 74-1625348 | Securities Custodian | $909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,822 | $66,124-41.3% | $90,404-57.1% | $73,488-47.2% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 11.81% | 17.65%-5.8pp | 1293.02%-1281.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $5,172 | $2,346+120.4% | $3,262+58.5% | $2,270+127.8% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $396-99.0% | $5,611-99.9% | $513-99.2% |