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 | $47,275 |
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 | $25,467 | $36,916-31.0% | $156,549-83.7% | $57,658-55.8% |
| Participation rate | 96.5% | 63.4%+33.1pp | 84.0%+12.5pp | 70.2%+26.3pp |
| Annual return | 7.65% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,353 | $1,571-13.8% | $5,501-75.4% | $1,974-31.4% |
| Participant deferral / active EE | $2,331 | $1,926+21.0% | $4,871-52.1% | $3,061-23.8% |
| Admin fee / account holder | $55 | $82-33.4% | $13,027-99.6% | $95-41.9% |