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) | $10,335 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,326 | $62,723-11.8% | $142,863-61.3% | $86,799-36.3% |
| Participation rate | 37.1% | 62.6%-25.5pp | 71.9%-34.8pp | 72.3%-35.2pp |
| Annual return | 12.00% | 17.62%-5.6pp | 5637.54%-5625.5pp | 97.91%-85.9pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,144-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,323 | $3,039-56.5% | $3,837-65.5% | $4,131-68.0% |
| Admin fee / account holder | $39 | $140-71.8% | $6,560-99.4% | $170-76.8% |