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 | $10,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,081 | $58,879-42.1% | $178,490-80.9% | $73,488-53.6% |
| Participation rate | 60.9% | 66.2%-5.3pp | 81.9%-21.0pp | 70.7%-9.8pp |
| Annual return | 9.96% | 24.86%-14.9pp | 151.07%-141.1pp | 28.51%-18.5pp |
| Employer contribution / active EE | $758 | $2,236-66.1% | $5,011-84.9% | $2,270-66.6% |
| Participant deferral / active EE | $2,423 | $2,567-5.6% | $5,202-53.4% | $3,740-35.2% |
| Admin fee / account holder | $75 | $400-81.3% | $13,984-99.5% | $513-85.4% |