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) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,756 | $55,453-53.6% | $170,442-84.9% | $62,292-58.7% |
| Participation rate | 34.5% | 66.4%-31.9pp | 83.6%-49.1pp | 69.5%-35.0pp |
| Annual return | 14.91% | 21.38%-6.5pp | 205.93%-191.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $331 | $2,164-84.7% | $5,433-93.9% | $2,042-83.8% |
| Participant deferral / active EE | $943 | $2,303-59.1% | $4,939-80.9% | $3,169-70.3% |
| Admin fee / account holder | $57 | $455-87.6% | $13,880-99.6% | $479-88.2% |