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 | $8,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,911 | $44,221-3.0% | $121,196-64.6% | $56,287-23.8% |
| Participation rate | 55.7% | 61.1%-5.4pp | 71.7%-16.1pp | 69.9%-14.2pp |
| Annual return | 133.44% | -3.58%+137.0pp | 16.93%+116.5pp | -9.96%+143.4pp |
| Employer contribution / active EE | $1,446 | $1,480-2.3% | $4,022-64.0% | $2,111-31.5% |
| Participant deferral / active EE | $2,583 | $2,521+2.5% | $3,344-22.8% | $3,350-22.9% |
| Admin fee / account holder | $32 | $480-93.4% | $5,019-99.4% | $521-93.9% |