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 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $11,022 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,425 | $61,156-35.5% | $185,823-78.8% | $79,386-50.3% |
| Participation rate | 45.6% | 66.6%-21.0pp | 81.7%-36.1pp | 70.7%-25.1pp |
| Annual return | 11.25% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $618 | $2,321-73.4% | $5,167-88.0% | $2,427-74.5% |
| Participant deferral / active EE | $1,916 | $2,789-31.3% | $5,568-65.6% | $4,046-52.6% |
| Admin fee / account holder | $108 | $710-84.7% | $16,237-99.3% | $626-82.7% |