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 | $7,578 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,323 |
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 | $50,725 | $53,901-5.9% | $134,143-62.2% | $73,488-31.0% |
| Participation rate | 93.4% | 62.8%+30.6pp | 72.2%+21.2pp | 70.7%+22.7pp |
| Annual return | 11.35% | 15.82%-4.5pp | 36.33%-25.0pp | 28.51%-17.2pp |
| Employer contribution / active EE | $715 | $1,458-50.9% | $3,704-80.7% | $2,270-68.5% |
| Participant deferral / active EE | $3,054 | $2,739+11.5% | $3,499-12.7% | $3,740-18.3% |
| Admin fee / account holder | $43 | $581-92.6% | $6,684-99.4% | $513-91.6% |