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 | $88,641 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,631 | $49,915+13.5% | $154,803-63.4% | $74,304-23.8% |
| Participation rate | 59.3% | 54.0%+5.4pp | 78.1%-18.7pp | 60.3%-1.0pp |
| Annual return | 11.91% | 34.06%-22.1pp | 58.88%-47.0pp | 29.43%-17.5pp |
| Employer contribution / active EE | $923 | $1,611-42.7% | $4,305-78.6% | $2,241-58.8% |
| Participant deferral / active EE | $2,931 | $2,255+30.0% | $5,540-47.1% | $3,767-22.2% |
| Admin fee / account holder | $412 | $2,189-81.2% | $14,329-97.1% | $2,969-86.1% |