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 Service code 26 · EIN 74-1625348 | Advisory (Participants) | $7,310 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,589 | $52,953-76.2% | $172,739-92.7% | $65,185-80.7% |
| Participation rate | 53.4% | 66.2%-12.8pp | 82.6%-29.3pp | 70.2%-16.8pp |
| Annual return | 4.33% | 30.12%-25.8pp | 802.84%-798.5pp | 29.38%-25.1pp |
| Employer contribution / active EE | $459 | $2,190-79.1% | $5,143-91.1% | $2,177-78.9% |
| Participant deferral / active EE | $1,171 | $2,471-52.6% | $5,198-77.5% | $3,514-66.7% |
| Admin fee / account holder | $26 | $472-94.4% | $13,954-99.8% | $847-96.9% |