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 9-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 26 · EIN 74-1625348 | Advisory (Participants) | $4,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,207 | $46,732-46.1% | $156,549-83.9% | $55,167-54.3% |
| Participation rate | 58.3% | 65.8%-7.5pp | 84.0%-25.8pp | 69.0%-10.7pp |
| Annual return | -1.81% | 17.72%-19.5pp | 32.23%-34.0pp | 169.23%-171.0pp |
| Employer contribution / active EE | $331 | $2,105-84.3% | $5,501-94.0% | $1,963-83.1% |
| Participant deferral / active EE | $1,659 | $2,204-24.8% | $4,871-66.0% | $3,054-45.7% |
| Admin fee / account holder | $36 | $418-91.5% | $13,027-99.7% | $504-92.9% |