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 | $59,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,947 | $91,762-56.5% | $67,502-40.8% | $77,643-48.6% |
| Participation rate | 76.6% | 75.9%+0.7pp | 72.9%+3.7pp | 70.6%+6.0pp |
| Annual return | 12.35% | 14.87%-2.5pp | 3512.12%-3499.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $3,178 | $3,181-0.1% | $2,731+16.4% | $2,726+16.6% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $60 | $176-65.8% | $3,998-98.5% | $430-86.0% |