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 | $12,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,153 | $47,977-28.8% | $154,107-77.8% | $56,287-39.3% |
| Participation rate | 65.2% | 66.2%-1.0pp | 83.0%-17.9pp | 69.9%-4.7pp |
| Annual return | -5.34% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $657 | $2,169-69.7% | $5,298-87.6% | $2,111-68.9% |
| Participant deferral / active EE | $1,857 | $2,392-22.4% | $5,081-63.5% | $3,350-44.6% |
| Admin fee / account holder | $102 | $438-76.8% | $13,411-99.2% | $521-80.5% |