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 | $24,919 |
Annual investment return 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 | $40,810 | $61,156-33.3% | $185,823-78.0% | $79,386-48.6% |
| Participation rate | 82.1% | 66.6%+15.5pp | 81.7%+0.4pp | 70.7%+11.4pp |
| Annual return | 10.06% | 19.45%-9.4pp | 122.05%-112.0pp | 116.85%-106.8pp |
| Employer contribution / active EE | $411 | $2,321-82.3% | $5,167-92.0% | $2,427-83.1% |
| Participant deferral / active EE | $2,856 | $2,789+2.4% | $5,568-48.7% | $4,046-29.4% |
| Admin fee / account holder | $157 | $710-77.9% | $16,237-99.0% | $626-75.0% |