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 19 · EIN 51-0396365 | Securities Custodian | $112,138 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,120 | $46,173-39.1% | $170,442-83.5% | $69,631-59.6% |
| Participation rate | 93.0% | 63.9%+29.1pp | 83.6%+9.4pp | 70.7%+22.3pp |
| Annual return | 12.74% | 21.62%-8.9pp | 205.93%-193.2pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $639 | $1,610-60.3% | $5,433-88.2% | $2,032-68.6% |
| Participant deferral / active EE | $2,329 | $2,080+12.0% | $4,939-52.9% | $3,224-27.8% |
| Admin fee / account holder | $174 | $116+50.4% | $13,880-98.7% | $110+57.9% |