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 | $42,205 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $88 |
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 | $87,677 | $65,557+33.7% | $105,738-17.1% | $56,287+55.8% |
| Participation rate | 77.2% | 63.4%+13.8pp | 76.3%+0.9pp | 69.9%+7.4pp |
| Annual return | -4.22% | -1.32%-2.9pp | 6.27%-10.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,155 | $1,788+20.5% | $3,268-34.1% | $2,111+2.1% |
| Participant deferral / active EE | $4,285 | $2,418+77.2% | $4,080+5.0% | $3,350+27.9% |
| Admin fee / account holder | $197 | $561-64.9% | $6,913-97.1% | $521-62.1% |