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 | $1,966 |
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 | $47,237 | $58,264-18.9% | $86,612-45.5% | $71,457-33.9% |
| Participation rate | 97.9% | 65.0%+32.9pp | 71.7%+26.2pp | 67.9%+30.0pp |
| Annual return | 13.18% | 21.63%-8.5pp | 591.07%-577.9pp | 28.85%-15.7pp |
| Employer contribution / active EE | $5,740 | $2,574+123.0% | $3,022+89.9% | $2,588+121.8% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $9 | $1,057-99.1% | $5,614-99.8% | $1,587-99.4% |