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 5-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 | $704,897 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,591 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 19 · EIN 74-1625348 | Securities Custodian | $8,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,180 | $73,283-34.3% | $155,509-69.0% | $106,382-54.7% |
| Participation rate | 56.1% | 73.3%-17.2pp | 78.2%-22.1pp | 69.9%-13.8pp |
| Annual return | 10.99% | 15.77%-4.8pp | 64.67%-53.7pp | 17.37%-6.4pp |
| Employer contribution / active EE | $825 | $2,247-63.3% | $4,672-82.3% | $3,364-75.5% |
| Participant deferral / active EE | $1,244 | $4,580-72.8% | $5,626-77.9% | $5,569-77.7% |
| Admin fee / account holder | $57 | $56+1.2% | $15,912-99.6% | $79-28.3% |