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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $73,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,469 | $91,762-51.5% | $67,502-34.1% | $77,643-42.7% |
| Participation rate | 82.6% | 75.9%+6.7pp | 72.9%+9.7pp | 70.6%+12.0pp |
| Annual return | 14.90% | 14.87%0pp | 3512.12%-3497.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,858 | $3,903-1.1% | $4,000-3.5% | $4,647-17.0% |
| Admin fee / account holder | $61 | $176-65.6% | $3,998-98.5% | $430-85.9% |