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 | $100,454 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,728 |
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 | $99,877 | $74,552+34.0% | $62,995+58.5% | $69,631+43.4% |
| Participation rate | 58.8% | 78.3%-19.5pp | 74.8%-16.1pp | 70.7%-11.9pp |
| Annual return | 13.42% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,926 | $2,929-34.2% | $2,759-30.2% | $2,032-5.2% |
| Participant deferral / active EE | $3,070 | $2,974+3.2% | $3,329-7.8% | $3,224-4.8% |
| Admin fee / account holder | $219 | $59+268.9% | $3,600-93.9% | $110+98.5% |