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 Service code 19 · EIN 51-0396365 | Securities Custodian | $141,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,315 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,563 | $53,136-6.7% | $155,509-68.1% | $199,593-75.2% |
| Participation rate | 90.9% | 64.1%+26.8pp | 78.2%+12.7pp | 72.0%+18.9pp |
| Annual return | 14.46% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,710 | $1,851-7.6% | $4,672-63.4% | $3,034-43.6% |
| Participant deferral / active EE | $4,716 | $3,161+49.2% | $5,626-16.2% | $5,087-7.3% |
| Admin fee / account holder | $49 | $185-73.3% | $15,912-99.7% | $269-81.6% |