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 | $67,581 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $42,115 |
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 | $29,163 | $37,213-21.6% | $156,549-81.4% | $63,975-54.4% |
| Participation rate | 80.9% | 65.0%+15.9pp | 84.0%-3.1pp | 71.1%+9.8pp |
| Annual return | 230.45% | 47.89%+182.6pp | 32.23%+198.2pp | 48.65%+181.8pp |
| Employer contribution / active EE | $1,590 | $1,357+17.2% | $5,501-71.1% | $2,182-27.1% |
| Participant deferral / active EE | $1,413 | $2,070-31.7% | $4,871-71.0% | $3,356-57.9% |
| Admin fee / account holder | $57 | $56+1.6% | $13,027-99.6% | $70-18.8% |