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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $260 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,401 | $65,908-91.8% | $81,812-93.4% | $77,643-93.0% |
| Participation rate | 91.6% | 65.8%+25.8pp | 72.3%+19.2pp | 70.6%+21.0pp |
| Annual return | 0.00% | 26.64%-26.6pp | 773.79%-773.8pp | 31.24%-31.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,095 | $3,505-68.8% | $4,319-74.7% | $4,647-76.4% |
| Admin fee / account holder | $1 | $526-99.8% | $7,386-100.0% | $430-99.8% |