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) | $2,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $12,702 | $46,732-72.8% | $156,549-91.9% | $55,167-77.0% |
| Participation rate | 52.3% | 65.8%-13.5pp | 84.0%-31.8pp | 69.0%-16.7pp |
| Annual return | 8.57% | 17.72%-9.1pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $506 | $2,105-76.0% | $5,501-90.8% | $1,963-74.2% |
| Participant deferral / active EE | $864 | $2,204-60.8% | $4,871-82.3% | $3,054-71.7% |
| Admin fee / account holder | $27 | $418-93.4% | $13,027-99.8% | $504-94.6% |