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 | $1,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,145 | $51,197-19.6% | $82,719-50.3% | $66,914-38.5% |
| Participation rate | 98.6% | 67.8%+30.8pp | 72.6%+26.1pp | 69.8%+28.8pp |
| Annual return | -13.36% | -9.64%-3.7pp | 701.18%-714.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $5,298 | $2,611+102.9% | $3,009+76.1% | $2,544+108.2% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $7 | $416-98.4% | $5,329-99.9% | $593-98.9% |