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 | $9,052 |
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 | $48,381 | $46,722+3.5% | $130,648-63.0% | $65,185-25.8% |
| Participation rate | 64.1% | 60.9%+3.2pp | 71.7%-7.6pp | 70.2%-6.1pp |
| Annual return | 17.89% | 24.17%-6.3pp | 1708.96%-1691.1pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,610 | $1,488+8.2% | $4,092-60.7% | $2,177-26.1% |
| Participant deferral / active EE | $2,705 | $2,545+6.3% | $3,603-24.9% | $3,514-23.0% |
| Admin fee / account holder | $31 | $453-93.2% | $5,464-99.4% | $847-96.4% |