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) | $6,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,626 | $47,648-48.3% | $130,648-81.2% | $67,579-63.6% |
| Participation rate | 55.2% | 60.4%-5.2pp | 71.7%-16.5pp | 71.3%-16.1pp |
| Annual return | 19.10% | 25.73%-6.6pp | 1708.96%-1689.9pp | 378.56%-359.5pp |
| Employer contribution / active EE | $984 | $1,408-30.1% | $4,092-76.0% | $2,148-54.2% |
| Participant deferral / active EE | $0 | $2,616-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $24 | $105-77.0% | $5,464-99.6% | $142-83.0% |