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 | $63,183 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $9,624 |
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 | $38,710 | $65,061-40.5% | $143,757-73.1% | $66,914-42.1% |
| Participation rate | 74.9% | 65.2%+9.7pp | 80.3%-5.4pp | 69.8%+5.1pp |
| Annual return | -12.58% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,054 | $2,361-55.3% | $4,951-78.7% | $2,544-58.6% |
| Participant deferral / active EE | $3,426 | $2,919+17.4% | $5,637-39.2% | $4,237-19.1% |
| Admin fee / account holder | $303 | $502-39.6% | $14,673-97.9% | $593-48.9% |