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 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $5,989 |
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 | $22,070 | $39,898-44.7% | $121,196-81.8% | $55,725-60.4% |
| Participation rate | 68.3% | 61.2%+7.1pp | 71.7%-3.5pp | 70.9%-2.6pp |
| Annual return | -6.85% | -0.96%-5.9pp | 16.93%-23.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $1,277 | $1,295-1.4% | $4,022-68.2% | $2,078-38.5% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,344-100.0% | $3,356-100.0% |
| Admin fee / account holder | $25 | $95-74.2% | $5,019-99.5% | $115-78.7% |