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 58 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Product termination fees (surrender c... | $28,163 |
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 | $49,891 | $68,408-27.1% | $57,179-12.7% | $57,658-13.5% |
| Participation rate | 92.2% | 79.1%+13.0pp | 75.3%+16.8pp | 70.2%+21.9pp |
| Annual return | 6.90% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,174 | $2,869-24.2% | $2,682-18.9% | $1,974+10.2% |
| Participant deferral / active EE | $2,489 | $2,903-14.3% | $3,096-19.6% | $3,061-18.7% |
| Admin fee / account holder | $42 | $70-39.9% | $3,139-98.7% | $95-55.7% |