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: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $15,420 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $8,408 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,076 | $62,928-53.8% | $172,739-83.2% | $67,579-57.0% |
| Participation rate | 70.5% | 64.5%+6.0pp | 82.6%-12.2pp | 71.3%-0.8pp |
| Annual return | 4.21% | 30.36%-26.2pp | 802.84%-798.6pp | 378.56%-374.3pp |
| Employer contribution / active EE | $1,593 | $1,636-2.6% | $5,143-69.0% | $2,148-25.8% |
| Participant deferral / active EE | $2,666 | $2,145+24.3% | $5,198-48.7% | $3,539-24.7% |
| Admin fee / account holder | $92 | $167-44.9% | $13,954-99.3% | $142-35.5% |