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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $10,587 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,979 | $81,248-79.1% | $155,509-89.1% | $80,856-79.0% |
| Participation rate | 79.1% | 66.2%+12.9pp | 78.2%+0.9pp | 67.6%+11.5pp |
| Annual return | 9.38% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,488 | $3,100-52.0% | $4,672-68.2% | $2,755-46.0% |
| Participant deferral / active EE | $1,180 | $3,452-65.8% | $5,626-79.0% | $4,296-72.5% |
| Admin fee / account holder | $62 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |