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 | $39,004 |
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 | $44,084 | $46,173-4.5% | $170,442-74.1% | $69,631-36.7% |
| Participation rate | 88.6% | 63.9%+24.7pp | 83.6%+5.0pp | 70.7%+17.9pp |
| Annual return | 12.90% | 21.62%-8.7pp | 205.93%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $6,523 | $1,610+305.2% | $5,433+20.1% | $2,032+221.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $23 | $116-80.4% | $13,880-99.8% | $110-79.4% |