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 | $98,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,138 | $65,862+100.6% | $124,672+6.0% | $79,386+66.4% |
| Participation rate | 75.3% | 62.2%+13.1pp | 74.6%+0.7pp | 70.7%+4.6pp |
| Annual return | 12.94% | 19.02%-6.1pp | 5142.93%-5130.0pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,218 | $1,883+17.8% | $3,324-33.3% | $2,427-8.6% |
| Participant deferral / active EE | $4,549 | $2,772+64.1% | $4,614-1.4% | $4,046+12.4% |
| Admin fee / account holder | $453 | $673-32.7% | $7,493-94.0% | $626-27.7% |