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 | $2,616 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,378 | $56,317-56.7% | $71,209-65.8% | $74,304-67.2% |
| Participation rate | 88.6% | 55.1%+33.5pp | 73.8%+14.8pp | 60.3%+28.2pp |
| Annual return | 11.98% | 42.83%-30.8pp | 282.51%-270.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,038 | $2,160-51.9% | $2,721-61.9% | $2,241-53.7% |
| Participant deferral / active EE | $2,546 | $2,788-8.7% | $4,175-39.0% | $3,767-32.4% |
| Admin fee / account holder | $14 | $2,290-99.4% | $5,349-99.7% | $2,969-99.5% |