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 | $21,554 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,896 | $65,061-44.8% | $143,757-75.0% | $66,914-46.4% |
| Participation rate | 46.7% | 65.2%-18.4pp | 80.3%-33.6pp | 69.8%-23.1pp |
| Annual return | -13.25% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $325 | $2,361-86.2% | $4,951-93.4% | $2,544-87.2% |
| Participant deferral / active EE | $2,772 | $2,919-5.0% | $5,637-50.8% | $4,237-34.6% |
| Admin fee / account holder | $55 | $502-89.1% | $14,673-99.6% | $593-90.8% |