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) | $26,469 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,095 | $46,173-73.8% | $170,442-92.9% | $69,631-82.6% |
| Participation rate | 98.9% | 63.9%+35.0pp | 83.6%+15.3pp | 70.7%+28.2pp |
| Annual return | 13.17% | 21.62%-8.4pp | 205.93%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,214 | $1,610-24.6% | $5,433-77.7% | $2,032-40.3% |
| Participant deferral / active EE | $1,431 | $2,080-31.2% | $4,939-71.0% | $3,224-55.6% |
| Admin fee / account holder | $20 | $116-82.9% | $13,880-99.9% | $110-82.0% |