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 |
|---|---|---|
VBA BENEFITS CORPORATION1 year Service code 99 · EIN 54-1741662 | Other Fees | $48,892 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,026 | $130,194-44.7% | $169,993-57.6% | $71,457+0.8% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.0%+12.6pp | 67.9%+31.7pp |
| Annual return | 4.98% | 20.37%-15.4pp | 53.37%-48.4pp | 28.85%-23.9pp |
| Employer contribution / active EE | $10,790 | $4,381+146.3% | $6,785+59.0% | $2,588+317.0% |
| Participant deferral / active EE | $6,305 | $6,923-8.9% | $10,408-39.4% | $4,289+47.0% |
| Admin fee / account holder | $314 | $966-67.5% | $12,815-97.5% | $1,587-80.2% |