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 | $8,575 |
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 | $34,478 | $65,376-47.3% | $87,100-60.4% | $65,185-47.1% |
| Participation rate | 74.8% | 75.3%-0.5pp | 76.9%-2.1pp | 70.2%+4.6pp |
| Annual return | 14.54% | 31.27%-16.7pp | 28.19%-13.7pp | 29.38%-14.8pp |
| Employer contribution / active EE | $550 | $1,822-69.8% | $2,521-78.2% | $2,177-74.7% |
| Participant deferral / active EE | $1,629 | $3,388-51.9% | $4,049-59.8% | $3,514-53.6% |
| Admin fee / account holder | $75 | $520-85.5% | $7,497-99.0% | $847-91.1% |