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 | $56,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,494 | $57,651+88.2% | $112,229-3.3% | $71,457+51.8% |
| Participation rate | 60.6% | 58.9%+1.6pp | 72.4%-11.9pp | 67.9%-7.4pp |
| Annual return | 14.88% | 18.32%-3.4pp | 30.20%-15.3pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,118 | $1,913+10.7% | $3,430-38.2% | $2,588-18.1% |
| Participant deferral / active EE | $4,403 | $2,863+53.8% | $4,798-8.2% | $4,289+2.7% |
| Admin fee / account holder | $257 | $1,581-83.7% | $7,748-96.7% | $1,587-83.8% |