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 | -$36 |
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 | $28,026 | $70,002-60.0% | $115,037-75.6% | $52,331-46.4% |
| Participation rate | 80.6% | 72.1%+8.5pp | 81.4%-0.8pp | 68.1%+12.5pp |
| Annual return | -0.51% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,741 | $2,715-35.9% | $4,608-62.2% | $1,882-7.5% |
| Participant deferral / active EE | $3,022 | $4,920-38.6% | $6,026-49.8% | $3,0220% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |