Filed January 31, 2023
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 RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $6,407 |
Filed as: VARIABLE ANNUITY LIFE INSURNACE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,689 |
THE VANGUARD GROUP, INC.1+ years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $45 |
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 | $40,054 | $37,117+7.9% | $147,614-72.9% | $55,191-27.4% |
| Participation rate | 81.8% | 63.6%+18.2pp | 84.6%-2.8pp | 69.2%+12.7pp |
| Annual return | 0.20% | 3.44%-3.2pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,850 | $1,620+14.2% | $5,564-66.7% | $1,899-2.5% |
| Participant deferral / active EE | $2,584 | $1,985+30.2% | $4,895-47.2% | $3,046-15.2% |
| Admin fee / account holder | $13 | $86-84.6% | $11,611-99.9% | $91-85.5% |