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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $14,248 |
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.
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 | $19,051 | $49,915-61.8% | $154,803-87.7% | $74,304-74.4% |
| Participation rate | 62.8% | 54.0%+8.9pp | 78.1%-15.2pp | 60.3%+2.5pp |
| Annual return | 10.14% | 34.06%-23.9pp | 58.88%-48.7pp | 29.43%-19.3pp |
| Employer contribution / active EE | $663 | $1,611-58.8% | $4,305-84.6% | $2,241-70.4% |
| Participant deferral / active EE | $1,999 | $2,255-11.4% | $5,540-63.9% | $3,767-47.0% |
| Admin fee / account holder | $39 | $2,189-98.2% | $14,329-99.7% | $2,969-98.7% |