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: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,643 |
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 | $52,835 | $56,317-6.2% | $71,209-25.8% | $74,304-28.9% |
| Participation rate | 97.0% | 55.1%+41.8pp | 73.8%+23.2pp | 60.3%+36.6pp |
| Annual return | 11.50% | 42.83%-31.3pp | 282.51%-271.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $5,929 | $2,160+174.5% | $2,721+117.9% | $2,241+164.6% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $19 | $2,290-99.2% | $5,349-99.6% | $2,969-99.4% |