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 | $3,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $23,916 | $63,156-62.1% | $122,332-80.5% | $62,292-61.6% |
| Participation rate | 55.4% | 60.0%-4.6pp | 71.6%-16.3pp | 69.5%-14.1pp |
| Annual return | 14.88% | 20.61%-5.7pp | 30.27%-15.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,527 | $1,385+10.3% | $4,050-62.3% | $2,042-25.2% |
| Participant deferral / active EE | $764 | $2,321-67.1% | $3,287-76.8% | $3,169-75.9% |
| Admin fee / account holder | $20 | $440-95.6% | $5,478-99.6% | $479-95.9% |