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 FINANCIAL ADVISORS, INC. Service code 33 10006 NORTH DALE MABRY HIGHWAY · TAMPA, FL 33618 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,712 | $37,117-52.3% | $147,614-88.0% | $55,191-67.9% |
| Participation rate | 12.3% | 63.6%-51.4pp | 84.6%-72.4pp | 69.2%-56.9pp |
| Annual return | 1.90% | 3.44%-1.5pp | 61.98%-60.1pp | 10.78%-8.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $215 | $1,985-89.2% | $4,895-95.6% | $3,046-92.9% |
| Admin fee / account holder | $5 | $86-93.8% | $11,611-100.0% | $91-94.1% |