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 INSURUANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $1,235 |
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 | $38,854 | $84,233-53.9% | $170,442-77.2% | $70,131-44.6% |
| Participation rate | 67.6% | 70.8%-3.2pp | 83.6%-16.0pp | 69.5%-1.9pp |
| Annual return | 10.57% | 23.06%-12.5pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,335 | $3,387-60.6% | $5,433-75.4% | $2,342-43.0% |
| Participant deferral / active EE | $3,131 | $3,086+1.5% | $4,939-36.6% | $3,332-6.0% |
| Admin fee / account holder | $16 | $5,698-99.7% | $13,880-99.9% | $4,645-99.7% |