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 | $70,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,797 | $62,603+69.0% | $104,294+1.4% | $66,914+58.1% |
| Participation rate | 63.5% | 59.6%+3.9pp | 73.3%-9.7pp | 69.8%-6.3pp |
| Annual return | -13.39% | -14.70%+1.3pp | 24.61%-38.0pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,132 | $1,972+8.1% | $3,372-36.8% | $2,544-16.2% |
| Participant deferral / active EE | $4,301 | $2,853+50.8% | $4,625-7.0% | $4,237+1.5% |
| Admin fee / account holder | $329 | $656-49.8% | $7,339-95.5% | $593-44.5% |