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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,347 | $50,815-71.8% | $155,509-90.8% | $77,643-81.5% |
| Participation rate | 87.3% | 63.1%+24.2pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 11.92% | 34.80%-22.9pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,086 | $1,993-45.5% | $4,672-76.8% | $2,726-60.2% |
| Participant deferral / active EE | $934 | $2,822-66.9% | $5,626-83.4% | $4,647-79.9% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |