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) | $15,820 |
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 | $33,417 | $52,953-36.9% | $172,739-80.7% | $65,185-48.7% |
| Participation rate | 13.3% | 66.2%-52.9pp | 82.6%-69.3pp | 70.2%-56.9pp |
| Annual return | 17.99% | 30.12%-12.1pp | 802.84%-784.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $354 | $2,190-83.8% | $5,143-93.1% | $2,177-83.7% |
| Participant deferral / active EE | $1,086 | $2,471-56.0% | $5,198-79.1% | $3,514-69.1% |
| Admin fee / account holder | $123 | $472-74.0% | $13,954-99.1% | $847-85.5% |