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) | $2,973 |
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 | $38,797 | $76,000-49.0% | $154,107-74.8% | $64,186-39.6% |
| Participation rate | 71.9% | 70.4%+1.5pp | 83.0%-11.1pp | 69.6%+2.4pp |
| Annual return | -5.01% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,664 | $3,351-50.3% | $5,298-68.6% | $2,381-30.1% |
| Participant deferral / active EE | $4,268 | $3,175+34.4% | $5,081-16.0% | $3,470+23.0% |
| Admin fee / account holder | $40 | $5,596-99.3% | $13,411-99.7% | $4,888-99.2% |