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 | $53,199-42.4% | $155,567-80.3% | $199,768-84.7% |
| Participation rate | 95.9% | 64.1%+31.8pp | 78.2%+17.7pp | 72.0%+23.9pp |
| Annual return | 11.47% | 41.17%-29.7pp | 64.74%-53.3pp | 34.26%-22.8pp |
| Employer contribution / active EE | $1,726 | $1,852-6.8% | $4,674-63.1% | $3,037-43.2% |
| Participant deferral / active EE | $2,218 | $3,163-29.9% | $5,628-60.6% | $5,090-56.4% |
| Admin fee / account holder | $57 | $186-69.2% | $15,916-99.6% | $269-78.8% |