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 | $26,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,341 | $52,953-35.1% | $172,739-80.1% | $65,185-47.3% |
| Participation rate | 25.5% | 66.2%-40.7pp | 82.6%-57.1pp | 70.2%-44.7pp |
| Annual return | 15.63% | 30.12%-14.5pp | 802.84%-787.2pp | 29.38%-13.8pp |
| Employer contribution / active EE | $309 | $2,190-85.9% | $5,143-94.0% | $2,177-85.8% |
| Participant deferral / active EE | $2,479 | $2,471+0.3% | $5,198-52.3% | $3,514-29.5% |
| Admin fee / account holder | $50 | $472-89.5% | $13,954-99.6% | $847-94.1% |