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 | $82,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,221 | $59,328+72.3% | $118,925-14.0% | $73,488+39.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 11.63% | 19.13%-7.5pp | 35.88%-24.3pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,676 | $1,803-7.1% | $3,263-48.6% | $2,270-26.2% |
| Participant deferral / active EE | $3,383 | $2,604+29.9% | $4,265-20.7% | $3,740-9.5% |
| Admin fee / account holder | $335 | $600-44.2% | $6,581-94.9% | $513-34.7% |