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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $260,173 |
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 | $30,636 | $53,136-42.3% | $155,509-80.3% | $199,593-84.7% |
| Participation rate | 95.9% | 64.1%+31.9pp | 78.2%+17.7pp | 72.0%+24.0pp |
| Annual return | 11.47% | 41.15%-29.7pp | 64.67%-53.2pp | 34.25%-22.8pp |
| Employer contribution / active EE | $1,726 | $1,851-6.7% | $4,672-63.1% | $3,034-43.1% |
| Participant deferral / active EE | $2,218 | $3,161-29.8% | $5,626-60.6% | $5,087-56.4% |
| Admin fee / account holder | $57 | $185-69.2% | $15,912-99.6% | $269-78.8% |