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 | Securities Custodian | $12,467 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
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 | $88,651 | $45,382+95.3% | $154,107-42.5% | $75,289+17.7% |
| Participation rate | 96.9% | 65.9%+31.0pp | 83.0%+13.9pp | 72.4%+24.5pp |
| Annual return | -5.24% | -0.47%-4.8pp | 735.12%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $10,375 | $1,533+576.9% | $5,298+95.9% | $2,405+331.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $14 | $89-83.9% | $13,411-99.9% | $102-85.9% |