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 RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $164,828 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,635 | $50,820-45.6% | $155,567-82.2% | $77,671-64.4% |
| Participation rate | 98.9% | 63.1%+35.8pp | 78.2%+20.7pp | 70.6%+28.4pp |
| Annual return | 13.03% | 34.85%-21.8pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $2,106 | $1,993+5.7% | $4,674-55.0% | $2,726-22.8% |
| Participant deferral / active EE | $3,731 | $2,823+32.2% | $5,628-33.7% | $4,648-19.7% |
| Admin fee / account holder | $107 | $436-75.4% | $15,916-99.3% | $430-75.1% |