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 COM Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $35,496 |
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 | $51,610 | $74,706-30.9% | $75,696-31.8% | $79,386-35.0% |
| Participation rate | 71.3% | 75.3%-4.0pp | 74.8%-3.5pp | 70.7%+0.6pp |
| Annual return | 25.21% | 18.52%+6.7pp | 104.53%-79.3pp | 116.85%-91.6pp |
| Employer contribution / active EE | $54 | $2,590-97.9% | $2,743-98.0% | $2,427-97.8% |
| Participant deferral / active EE | $3,015 | $3,533-14.7% | $3,821-21.1% | $4,046-25.5% |
| Admin fee / account holder | $125 | $374-66.7% | $3,619-96.6% | $626-80.1% |