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 | $16,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $23,787 | $62,928-62.2% | $172,739-86.2% | $67,579-64.8% |
| Participation rate | 42.8% | 64.5%-21.7pp | 82.6%-39.8pp | 71.3%-28.5pp |
| Annual return | 13.77% | 30.36%-16.6pp | 802.84%-789.1pp | 378.56%-364.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,462 | $2,145-31.8% | $5,198-71.9% | $3,539-58.7% |
| Admin fee / account holder | $58 | $167-65.1% | $13,954-99.6% | $142-59.2% |