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 | $57,961 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,576 | $61,272-25.6% | $149,673-69.5% | $71,457-36.2% |
| Participation rate | 65.8% | 62.5%+3.3pp | 78.8%-13.0pp | 67.9%-2.1pp |
| Annual return | 10.97% | 35.85%-24.9pp | 134.42%-123.4pp | 28.85%-17.9pp |
| Employer contribution / active EE | $951 | $2,378-60.0% | $4,818-80.3% | $2,588-63.3% |
| Participant deferral / active EE | $2,954 | $2,917+1.3% | $5,680-48.0% | $4,289-31.1% |
| Admin fee / account holder | $287 | $1,261-77.2% | $13,210-97.8% | $1,587-81.9% |