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 | $30 |
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 | $32,371 | $80,753-59.9% | $136,294-76.2% | $62,292-48.0% |
| Participation rate | 81.7% | 73.5%+8.1pp | 81.9%-0.3pp | 69.5%+12.2pp |
| Annual return | 18.69% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,860 | $2,884-35.5% | $4,695-60.4% | $2,042-8.9% |
| Participant deferral / active EE | $2,579 | $5,164-50.1% | $6,247-58.7% | $3,169-18.6% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |