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 Service code 37 · EIN 74-1625348 | Loan Processing | $25,359 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,073 |
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 | $90,695 | $41,281+119.7% | $109,313-17.0% | $57,658+57.3% |
| Participation rate | 89.2% | 59.3%+29.9pp | 71.3%+18.0pp | 70.2%+19.0pp |
| Annual return | 7.28% | 8.97%-1.7pp | 22.07%-14.8pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,637 | $1,201+285.9% | $3,892+19.1% | $1,974+134.9% |
| Participant deferral / active EE | $3,993 | $2,223+79.6% | $3,166+26.1% | $3,061+30.5% |
| Admin fee / account holder | $26 | $75-65.7% | $5,666-99.5% | $95-72.7% |