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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $25,111 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,845 | $55,415-31.7% | $155,509-75.7% | $74,495-49.2% |
| Participation rate | 51.3% | 61.9%-10.6pp | 78.2%-26.9pp | 67.2%-15.9pp |
| Annual return | 9.20% | 268.50%-259.3pp | 64.67%-55.5pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $436 | $2,267-80.8% | $4,672-90.7% | $2,623-83.4% |
| Participant deferral / active EE | $2,932 | $2,836+3.4% | $5,626-47.9% | $4,346-32.5% |
| Admin fee / account holder | $70 | $1,738-96.0% | $15,912-99.6% | $1,942-96.4% |