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 | $9,935 |
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 | $32,687 | $52,953-38.3% | $172,739-81.1% | $65,185-49.9% |
| Participation rate | 64.7% | 66.2%-1.5pp | 82.6%-17.9pp | 70.2%-5.5pp |
| Annual return | 16.22% | 30.12%-13.9pp | 802.84%-786.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $618 | $2,190-71.8% | $5,143-88.0% | $2,177-71.6% |
| Participant deferral / active EE | $2,192 | $2,471-11.3% | $5,198-57.8% | $3,514-37.6% |
| Admin fee / account holder | $73 | $472-84.5% | $13,954-99.5% | $847-91.4% |