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 | $6,251 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,059 | $81,248-34.7% | $155,509-65.9% | $80,856-34.4% |
| Participation rate | 96.6% | 66.2%+30.4pp | 78.2%+18.4pp | 67.6%+29.0pp |
| Annual return | 11.70% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,829 | $3,100-41.0% | $4,672-60.9% | $2,755-33.6% |
| Participant deferral / active EE | $342 | $3,452-90.1% | $5,626-93.9% | $4,296-92.0% |
| Admin fee / account holder | $47 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |