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 SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $37,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,636 | $36,916-49.5% | $156,549-88.1% | $57,658-67.7% |
| Participation rate | 58.3% | 63.4%-5.2pp | 84.0%-25.7pp | 70.2%-12.0pp |
| Annual return | 6.14% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $467 | $1,571-70.2% | $5,501-91.5% | $1,974-76.3% |
| Participant deferral / active EE | $1,595 | $1,926-17.2% | $4,871-67.3% | $3,061-47.9% |
| Admin fee / account holder | $197 | $82+138.6% | $13,027-98.5% | $95+108.2% |