Filed October 3, 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 Service code 37 · EIN 74-1625348 | Loan Processing | $730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,877 | $36,916-59.7% | $156,549-90.5% | $57,658-74.2% |
| Participation rate | 55.1% | 63.4%-8.3pp | 84.0%-28.9pp | 70.2%-15.1pp |
| Annual return | 9.13% | 12.38%-3.2pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $480 | $1,571-69.4% | $5,501-91.3% | $1,974-75.7% |
| Participant deferral / active EE | $620 | $1,926-67.8% | $4,871-87.3% | $3,061-79.8% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |