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 SERVICE CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $6,701 |
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 | $30,029 | $64,909-53.7% | $82,313-63.5% | $62,292-51.8% |
| Participation rate | 72.9% | 74.9%-2.0pp | 76.9%-4.0pp | 69.5%+3.4pp |
| Annual return | 12.21% | 21.18%-9.0pp | 25.88%-13.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $502 | $1,676-70.1% | $2,428-79.3% | $2,042-75.4% |
| Participant deferral / active EE | $1,811 | $3,103-41.6% | $3,706-51.1% | $3,169-42.9% |
| Admin fee / account holder | $58 | $440-86.7% | $5,608-99.0% | $479-87.8% |