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 | $0 |
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 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 | $16,552 | $46,173-64.2% | $170,442-90.3% | $69,631-76.2% |
| Participation rate | 56.2% | 63.9%-7.7pp | 83.6%-27.4pp | 70.7%-14.5pp |
| Annual return | 10.98% | 21.62%-10.6pp | 205.93%-195.0pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $547 | $1,610-66.0% | $5,433-89.9% | $2,032-73.1% |
| Participant deferral / active EE | $733 | $2,080-64.8% | $4,939-85.2% | $3,224-77.3% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |