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 |
|---|---|---|
FIONA K COSMANN3 years Service code 22 · EIN 74-1625348 VARIABLE ANNUITY LIFE INSURANCE CO · HOUSTON, TX 77019 | Insurance Broker | $39,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,192 | $65,241-44.5% | $126,539-71.4% | $85,563-57.7% |
| Participation rate | 30.5% | 48.6%-18.2pp | 69.8%-39.4pp | 66.0%-35.5pp |
| Annual return | 21.50% | 42.19%-20.7pp | 425.95%-404.4pp | 31.51%-10.0pp |
| Employer contribution / active EE | $708 | $1,937-63.5% | $3,674-80.7% | $2,654-73.3% |
| Participant deferral / active EE | $1,371 | $3,032-54.8% | $4,083-66.4% | $4,375-68.7% |
| Admin fee / account holder | $26 | $1,031-97.5% | $6,065-99.6% | $834-96.9% |