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 | $2,199 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,438 | $60,323-66.1% | $81,812-75.0% | $74,495-72.6% |
| Participation rate | 93.0% | 62.9%+30.1pp | 72.3%+20.6pp | 67.2%+25.8pp |
| Annual return | 13.12% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $994 | $2,620-62.1% | $2,912-65.9% | $2,623-62.1% |
| Participant deferral / active EE | $2,494 | $3,387-26.4% | $4,319-42.2% | $4,346-42.6% |
| Admin fee / account holder | $12 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |