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) | $19,410 |
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 | $40,013 | $58,879-32.0% | $178,490-77.6% | $73,488-45.6% |
| Participation rate | 5.6% | 66.2%-60.6pp | 81.9%-76.3pp | 70.7%-65.1pp |
| Annual return | 12.18% | 24.86%-12.7pp | 151.07%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $443 | $2,236-80.2% | $5,011-91.2% | $2,270-80.5% |
| Participant deferral / active EE | $1,213 | $2,567-52.8% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $151 | $400-62.3% | $13,984-98.9% | $513-70.6% |