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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $86,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,178 | $91,762-38.8% | $67,502-16.8% | $77,643-27.6% |
| Participation rate | 96.8% | 75.9%+20.9pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 13.66% | 14.87%-1.2pp | 3512.12%-3498.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,527 | $3,181-20.6% | $2,731-7.5% | $2,726-7.3% |
| Participant deferral / active EE | $2,575 | $3,903-34.0% | $4,000-35.6% | $4,647-44.6% |
| Admin fee / account holder | $160 | $176-9.0% | $3,998-96.0% | $430-62.8% |