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 RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $71,974 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,121 | $68,408+36.1% | $57,179+62.9% | $57,658+61.5% |
| Participation rate | 60.0% | 79.1%-19.2pp | 75.3%-15.4pp | 70.2%-10.3pp |
| Annual return | 6.41% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,870 | $2,869-34.8% | $2,682-30.3% | $1,974-5.3% |
| Participant deferral / active EE | $3,039 | $2,903+4.7% | $3,096-1.9% | $3,061-0.7% |
| Admin fee / account holder | $204 | $70+192.3% | $3,139-93.5% | $95+115.4% |