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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $950,419 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,809 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 15 · EIN 51-0396365 | Recordkeeping | $11,857 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,396 | $68,062-36.2% | $185,823-76.6% | $106,520-59.3% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.7%+1.1pp | 71.3%+11.5pp |
| Annual return | 16.98% | 18.20%-1.2pp | 122.05%-105.1pp | 19.28%-2.3pp |
| Employer contribution / active EE | $1,605 | $1,997-19.6% | $5,167-68.9% | $2,840-43.5% |
| Participant deferral / active EE | $3,180 | $3,990-20.3% | $5,568-42.9% | $4,948-35.7% |
| Admin fee / account holder | $56 | $53+6.0% | $16,237-99.7% | $75-25.0% |