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 CORPORATION2 years Service code 99 · EIN 54-1741662 | Other Fees | $77,664 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $48,194 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,331 | $122,239-34.3% | $184,203-56.4% | $74,495+7.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.07% | 19.95%-5.9pp | 28.81%-14.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $10,920 | $4,537+140.7% | $6,427+69.9% | $2,623+316.3% |
| Participant deferral / active EE | $6,924 | $7,139-3.0% | $9,131-24.2% | $4,346+59.3% |
| Admin fee / account holder | $490 | $1,260-61.1% | $13,901-96.5% | $1,942-74.8% |