Filed March 25, 2025 (most recent of 4 filings on file)
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) | $3,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,565 | $46,360-72.9% | $147,614-91.5% | $52,331-76.0% |
| Participation rate | 47.3% | 64.9%-17.6pp | 84.6%-37.3pp | 68.1%-20.8pp |
| Annual return | -1.07% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $470 | $2,126-77.9% | $5,564-91.6% | $1,882-75.0% |
| Participant deferral / active EE | $830 | $2,258-63.2% | $4,895-83.0% | $3,022-72.5% |
| Admin fee / account holder | $23 | $766-97.0% | $11,611-99.8% | $592-96.2% |