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 | $1,384 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,308 | $63,745-24.2% | $98,442-50.9% | $79,386-39.1% |
| Participation rate | 99.3% | 69.9%+29.4pp | 73.3%+26.0pp | 70.7%+28.6pp |
| Annual return | 10.66% | 625.80%-615.1pp | 1492.73%-1482.1pp | 116.85%-106.2pp |
| Employer contribution / active EE | $5,054 | $2,557+97.7% | $2,960+70.7% | $2,427+108.2% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $516-98.7% | $5,949-99.9% | $626-98.9% |