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 SERVICE CO Service code 19 · EIN 51-0396365 | Securities Custodian | $278,541 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,129 | $50,815+69.5% | $155,509-44.6% | $77,643+10.9% |
| Participation rate | 84.8% | 63.1%+21.7pp | 78.2%+6.6pp | 70.6%+14.2pp |
| Annual return | 10.75% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $9,194 | $1,993+361.4% | $4,672+96.8% | $2,726+237.3% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $177 | $437-59.5% | $15,912-98.9% | $430-58.9% |