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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $123,269 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $73 |
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 | $37,396 | $50,982-26.6% | $154,803-75.8% | $85,563-56.3% |
| Participation rate | 93.5% | 59.8%+33.7pp | 78.1%+15.4pp | 66.0%+27.5pp |
| Annual return | 10.42% | 30.35%-19.9pp | 58.88%-48.5pp | 31.51%-21.1pp |
| Employer contribution / active EE | $709 | $1,708-58.5% | $4,305-83.5% | $2,654-73.3% |
| Participant deferral / active EE | $1,588 | $2,474-35.8% | $5,540-71.3% | $4,375-63.7% |
| Admin fee / account holder | $160 | $846-81.1% | $14,329-98.9% | $834-80.9% |