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 | $21,042 |
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 | $27,587 | $58,879-53.1% | $178,490-84.5% | $73,488-62.5% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 11.43% | 24.86%-13.4pp | 151.07%-139.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $256 | $2,236-88.6% | $5,011-94.9% | $2,270-88.7% |
| Participant deferral / active EE | $2,440 | $2,567-4.9% | $5,202-53.1% | $3,740-34.7% |
| Admin fee / account holder | $35 | $400-91.3% | $13,984-99.8% | $513-93.2% |