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 | $48,607 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $10,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,737 | $61,156-31.8% | $185,823-77.5% | $79,386-47.4% |
| Participation rate | 60.0% | 66.6%-6.6pp | 81.7%-21.7pp | 70.7%-10.7pp |
| Annual return | 24.29% | 19.45%+4.8pp | 122.05%-97.8pp | 116.85%-92.6pp |
| Employer contribution / active EE | $913 | $2,321-60.7% | $5,167-82.3% | $2,427-62.4% |
| Participant deferral / active EE | $3,081 | $2,789+10.5% | $5,568-44.7% | $4,046-23.8% |
| Admin fee / account holder | $235 | $710-66.9% | $16,237-98.6% | $626-62.5% |