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 74-1625348 | Securities Custodian | $48,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,035 | $37,117-32.6% | $147,614-83.0% | $55,191-54.6% |
| Participation rate | 39.4% | 63.6%-24.2pp | 84.6%-45.3pp | 69.2%-29.8pp |
| Annual return | -0.62% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,076 | $1,985-45.8% | $4,895-78.0% | $3,046-64.7% |
| Admin fee / account holder | $58 | $86-32.8% | $11,611-99.5% | $91-36.6% |