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 | $15,382 |
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 | $23,098 | $47,977-51.9% | $154,107-85.0% | $56,287-59.0% |
| Participation rate | 41.5% | 66.2%-24.6pp | 83.0%-41.5pp | 69.9%-28.3pp |
| Annual return | -3.34% | 3.54%-6.9pp | 735.12%-738.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | -$11 | $2,169-100.5% | $5,298-100.2% | $2,111-100.5% |
| Participant deferral / active EE | $1,477 | $2,392-38.3% | $5,081-70.9% | $3,350-55.9% |
| Admin fee / account holder | $58 | $438-86.9% | $13,411-99.6% | $521-89.0% |