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 | $41,317 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,390 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,546 |
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 | $82,183 | $102,553-19.9% | $151,611-45.8% | $66,914+22.8% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | -15.31% | -10.82%-4.5pp | 3.33%-18.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $5,571 | $4,180+33.3% | $6,166-9.7% | $2,544+119.0% |
| Participant deferral / active EE | $5,424 | $6,641-18.3% | $8,363-35.1% | $4,237+28.0% |
| Admin fee / account holder | $341 | $630-45.9% | $11,616-97.1% | $593-42.5% |