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 | $120,797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,483 | $50,820-44.0% | $155,567-81.7% | $77,671-63.3% |
| Participation rate | 94.7% | 63.1%+31.6pp | 78.2%+16.6pp | 70.6%+24.2pp |
| Annual return | 11.72% | 34.85%-23.1pp | 64.74%-53.0pp | 31.21%-19.5pp |
| Employer contribution / active EE | $1,220 | $1,993-38.8% | $4,674-73.9% | $2,726-55.3% |
| Participant deferral / active EE | $2,772 | $2,823-1.8% | $5,628-50.7% | $4,648-40.4% |
| Admin fee / account holder | $127 | $436-70.8% | $15,916-99.2% | $430-70.4% |