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 15 · EIN 74-1625348 | Recordkeeping | $8,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,157 | $50,982-33.0% | $154,803-77.9% | $85,563-60.1% |
| Participation rate | 95.8% | 59.8%+36.1pp | 78.1%+17.8pp | 66.0%+29.9pp |
| Annual return | 13.32% | 30.35%-17.0pp | 58.88%-45.6pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,758 | $1,708+2.9% | $4,305-59.2% | $2,654-33.8% |
| Participant deferral / active EE | $2,919 | $2,474+18.0% | $5,540-47.3% | $4,375-33.3% |
| Admin fee / account holder | $16 | $846-98.1% | $14,329-99.9% | $834-98.0% |