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 |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $11,694 |
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 | $34,435 | $46,360-25.7% | $147,614-76.7% | $52,331-34.2% |
| Participation rate | 59.2% | 64.9%-5.8pp | 84.6%-25.5pp | 68.1%-8.9pp |
| Annual return | -1.62% | 1.62%-3.2pp | 61.98%-63.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $628 | $2,126-70.5% | $5,564-88.7% | $1,882-66.6% |
| Participant deferral / active EE | $1,731 | $2,258-23.3% | $4,895-64.6% | $3,022-42.7% |
| Admin fee / account holder | $102 | $766-86.7% | $11,611-99.1% | $592-82.8% |