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) | $5,697 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,674 | $53,901-46.8% | $134,143-78.6% | $73,488-61.0% |
| Participation rate | 83.5% | 62.8%+20.7pp | 72.2%+11.3pp | 70.7%+12.8pp |
| Annual return | 11.84% | 15.82%-4.0pp | 36.33%-24.5pp | 28.51%-16.7pp |
| Employer contribution / active EE | $15 | $1,458-99.0% | $3,704-99.6% | $2,270-99.3% |
| Participant deferral / active EE | $0 | $2,739-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $24 | $581-95.8% | $6,684-99.6% | $513-95.2% |