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 SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $27,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,412 | $46,732-22.1% | $156,549-76.7% | $55,167-34.0% |
| Participation rate | 34.4% | 65.8%-31.4pp | 84.0%-49.6pp | 69.0%-34.6pp |
| Annual return | -0.32% | 17.72%-18.0pp | 32.23%-32.5pp | 169.23%-169.5pp |
| Employer contribution / active EE | $725 | $2,105-65.6% | $5,501-86.8% | $1,963-63.1% |
| Participant deferral / active EE | $1,302 | $2,204-40.9% | $4,871-73.3% | $3,054-57.4% |
| Admin fee / account holder | $333 | $418-20.4% | $13,027-97.4% | $504-33.9% |