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: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $73,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,122 | $89,248-37.1% | $136,007-58.7% | $74,495-24.7% |
| Participation rate | 81.1% | 69.4%+11.6pp | 76.5%+4.6pp | 67.2%+13.9pp |
| Annual return | 16.30% | 22.76%-6.5pp | 579.32%-563.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,095 | $2,838-61.4% | $4,217-74.0% | $2,623-58.3% |
| Participant deferral / active EE | $2,226 | $4,598-51.6% | $7,025-68.3% | $4,346-48.8% |
| Admin fee / account holder | $304 | $1,545-80.3% | $6,858-95.6% | $1,942-84.3% |