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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $62,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,103 | $62,327+87.9% | $120,354-2.7% | $74,495+57.2% |
| Participation rate | 69.9% | 56.8%+13.2pp | 71.9%-2.0pp | 67.2%+2.7pp |
| Annual return | 11.73% | 18.61%-6.9pp | 107.15%-95.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,218 | $1,843+20.3% | $3,463-36.0% | $2,623-15.5% |
| Participant deferral / active EE | $4,341 | $2,893+50.0% | $4,991-13.0% | $4,346-0.1% |
| Admin fee / account holder | $282 | $2,396-88.2% | $9,423-97.0% | $1,942-85.5% |