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 9-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: THE VARIABLE ANNUITY LIFE INS Service code 26 · EIN 74-1625348 | Advisory (Participants) | $23,964 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,245 | $50,815-54.3% | $155,509-85.1% | $77,643-70.1% |
| Participation rate | 96.4% | 63.1%+33.2pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 14.69% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,935 | $1,993-2.9% | $4,672-58.6% | $2,726-29.0% |
| Participant deferral / active EE | $4,177 | $2,822+48.0% | $5,626-25.8% | $4,647-10.1% |
| Admin fee / account holder | $54 | $437-87.6% | $15,912-99.7% | $430-87.5% |