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 26 · EIN 74-1625348 | Advisory (Participants) | $6,362 |
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 | $20,489 | $75,828-73.0% | $147,614-86.1% | $59,632-65.6% |
| Participation rate | 95.6% | 71.6%+24.0pp | 84.6%+11.0pp | 68.7%+26.9pp |
| Annual return | -0.07% | 0.37%-0.4pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,471 | $3,485-29.1% | $5,564-55.6% | $2,203+12.2% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $38 | $5,985-99.4% | $11,611-99.7% | $4,297-99.1% |