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) | $8,215 |
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 | $24,966 | $46,360-46.1% | $147,614-83.1% | $52,331-52.3% |
| Participation rate | 30.7% | 64.9%-34.2pp | 84.6%-53.9pp | 68.1%-37.4pp |
| Annual return | -0.95% | 1.62%-2.6pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $310 | $2,126-85.4% | $5,564-94.4% | $1,882-83.5% |
| Participant deferral / active EE | $983 | $2,258-56.5% | $4,895-79.9% | $3,022-67.5% |
| Admin fee / account holder | $45 | $766-94.1% | $11,611-99.6% | $592-92.3% |