See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $11,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,519 | $55,415-70.2% | $155,509-89.4% | $74,495-77.8% |
| Participation rate | 59.7% | 61.9%-2.2pp | 78.2%-18.5pp | 67.2%-7.5pp |
| Annual return | 13.11% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $727 | $2,267-67.9% | $4,672-84.4% | $2,623-72.3% |
| Participant deferral / active EE | $1,749 | $2,836-38.3% | $5,626-68.9% | $4,346-59.7% |
| Admin fee / account holder | $31 | $1,738-98.2% | $15,912-99.8% | $1,942-98.4% |