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 |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,685 | $52,293-58.5% | $178,490-87.9% | $73,409-70.5% |
| Participation rate | 40.3% | 65.3%-25.0pp | 81.9%-41.6pp | 72.2%-31.9pp |
| Annual return | 12.34% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-47.0pp |
| Employer contribution / active EE | $373 | $1,735-78.5% | $5,011-92.6% | $2,234-83.3% |
| Participant deferral / active EE | $886 | $2,332-62.0% | $5,202-83.0% | $3,805-76.7% |
| Admin fee / account holder | $30 | $127-76.2% | $13,984-99.8% | $158-80.8% |