Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,396 | $46,464-19.5% | $150,298-75.1% | $79,634-53.0% |
| Participation rate | 93.5% | 57.0%+36.5pp | 77.8%+15.7pp | 62.5%+31.0pp |
| Annual return | 10.42% | 27.89%-17.5pp | 62.79%-52.4pp | 36.46%-26.0pp |
| Employer contribution / active EE | $709 | $1,512-53.1% | $4,154-82.9% | $2,529-72.0% |
| Participant deferral / active EE | $1,588 | $2,157-26.4% | $5,453-70.9% | $3,835-58.6% |
| Admin fee / account holder | $160 | $891-82.1% | $14,116-98.9% | $1,002-84.1% |