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) | $12,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,855 | $46,292-54.9% | $143,757-85.5% | $64,808-67.8% |
| Participation rate | 37.7% | 64.2%-26.5pp | 80.3%-42.6pp | 71.5%-33.8pp |
| Annual return | -12.57% | -10.05%-2.5pp | -0.04%-12.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $475 | $1,910-75.1% | $4,951-90.4% | $2,506-81.0% |
| Participant deferral / active EE | $1,234 | $2,646-53.3% | $5,637-78.1% | $4,310-71.4% |
| Admin fee / account holder | $37 | $154-76.2% | $14,673-99.8% | $188-80.5% |