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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY11+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $25,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,873 | $50,982-59.1% | $154,803-86.5% | $85,563-75.6% |
| Participation rate | 41.9% | 59.8%-17.9pp | 78.1%-36.1pp | 66.0%-24.0pp |
| Annual return | 10.17% | 30.35%-20.2pp | 58.88%-48.7pp | 31.51%-21.3pp |
| Employer contribution / active EE | $458 | $1,708-73.2% | $4,305-89.4% | $2,654-82.7% |
| Participant deferral / active EE | $1,178 | $2,474-52.4% | $5,540-78.7% | $4,375-73.1% |
| Admin fee / account holder | $26 | $846-96.9% | $14,329-99.8% | $834-96.9% |