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 | $12,371 |
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 | $34,922 | $73,867-52.7% | $143,757-75.7% | $68,494-49.0% |
| Participation rate | 97.5% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -14.79% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,400 | $3,184-56.0% | $4,951-71.7% | $2,596-46.1% |
| Participant deferral / active EE | $4,894 | $3,384+44.6% | $5,637-13.2% | $4,027+21.5% |
| Admin fee / account holder | $91 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |