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 | $22,942 |
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $8,169 |
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 | $50,861 | $42,548+19.5% | $74,550-31.8% | $56,287-9.6% |
| Participation rate | 78.5% | 60.5%+18.0pp | 69.1%+9.3pp | 69.9%+8.6pp |
| Annual return | -4.32% | 12.40%-16.7pp | 32.53%-36.9pp | -9.96%+5.6pp |
| Employer contribution / active EE | $924 | $855+8.0% | $1,961-52.9% | $2,111-56.2% |
| Participant deferral / active EE | $3,042 | $2,277+33.6% | $3,108-2.1% | $3,350-9.2% |
| Admin fee / account holder | $123 | $467-73.7% | $5,060-97.6% | $521-76.4% |