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 8-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 | $1,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,747 | $58,264-62.7% | $86,612-74.9% | $71,457-69.6% |
| Participation rate | 97.6% | 65.0%+32.6pp | 71.7%+25.9pp | 67.9%+29.7pp |
| Annual return | 14.90% | 21.63%-6.7pp | 591.07%-576.2pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,092 | $2,574-57.6% | $3,022-63.9% | $2,588-57.8% |
| Participant deferral / active EE | $3,125 | $3,436-9.0% | $4,438-29.6% | $4,289-27.1% |
| Admin fee / account holder | $9 | $1,057-99.1% | $5,614-99.8% | $1,587-99.4% |