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 19 · EIN 74-1625348 | Securities Custodian | $27,866 |
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 | $30,116 | $37,196-19.0% | $154,107-80.5% | $55,725-46.0% |
| Participation rate | 57.3% | 64.1%-6.8pp | 83.0%-25.7pp | 70.9%-13.5pp |
| Annual return | -5.25% | 1319.68%-1324.9pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $319 | $1,614-80.2% | $5,298-94.0% | $2,078-84.6% |
| Participant deferral / active EE | $2,425 | $2,068+17.3% | $5,081-52.3% | $3,356-27.7% |
| Admin fee / account holder | $52 | $102-48.4% | $13,411-99.6% | $115-54.5% |